11th September 2023
As financial planners, we are heavily regulated by the Financial Conduct Authority (FCA). Keeping up to date with regulation takes time, but ultimately it helps to protect consumers and allows…
5th September 2023
At Active Chartered Financial Planners, we really do put our people first - whether that be inside or outside of the organisation. Providing an exceptional service to our clients comes…
29th August 2023
Historically, Inheritance Tax Planning (IHT) was sought by just a few clients, but in recent years there has been an increase in clients facing the potential of a IHT liability…
8th August 2023
We are delighted to have won two UK Enterprise Awards! The awards, which acknowledge some of the best small businesses across the UK saw Active named as Best Independent Chartered…
17th July 2023
Would you stay up all night and walk 12 miles to raise money for mental health charities? Our Ruth Conner, Laura Richmond and Louise Woods, along with some other amazing…
20th June 2023
Choosing Active Chartered Financial Planners: Rebuilding Trust in Financial Advice, with MD Karl Pemberton. In today's complex and ever-changing financial landscape, unfortunately trust in financial advisers has reached an all-time…
20th June 2023
Andrew Haley gives his thoughts on what AI could mean for financial planning. The year is 2025 and as a client of Active Chartered Financial Planners we have just concluded…
30th May 2023
As the firm's ongoing growth strategy, we are thrilled to have promoted two of our most experienced team members to associate directors. Andrew Gilmore, chartered financial planner, and Rachel McCulloch,…
30th May 2023
Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…
