Our Thoughts: Page 3

The gender wealth gap still prominent today

28th March 2024

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…

Welcoming two new additions to our team

26th February 2024

At Active Chartered Financial Planners we are very happy to announce the appointment of two new members of our growing team. Asif Sadullah, an experienced chartered financial planner has joined…

Tax year end – do you know your allowances?

12th February 2024

As we approach the end of another tax year (5th April), now is an ideal time to look at your finances and make the most of the allowances available. Chartered…

You shall go to the ball (at Yarm School)

29th January 2024

Students at Yarm School are set to dazzle audiences with their production of Rodgers and Hammerstein’s musical Cinderella, thanks to our sponsorship. A 40-strong cast of talented youngsters, both performers…

We’ve got the Active Christmas Spirit

12th December 2023

Christmas is a happy time for most of us, but with one in three children in our region living below the breadline, Christmas can also be very sad and stressful.…

Supercharge your retirement savings with one-off contributions

4th December 2023

Savings firm, Standard Life has found that making one-off pension contributions of £1,000 every five years could boost retirement savings by up to £23,000 (by the time the saver reaches…

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

7th November 2023

In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Client survey results: we asked your views, heard the message, and shared the concerns

17th December 2024

Here at Active Chartered Financial Planners we pride ourselves on listening to our clients and recognising any concerns they have. That’s why, following Chancellor Rachel Reeves’ recent Budget, we conducted…

Autumn Budget re-cap with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…