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…
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…
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…
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…
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.…
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…
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…
9th October 2023
Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…
9th October 2023
Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…
