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,…
19th May 2023
"In the last 12 months we have seen a rise in enquiries from clients about whether they can afford to retire" says Andrew Gilmore, chartered financial planner. "With questions about…
16th May 2023
Early this month, the Bank of England announced they were raising interest rates to 4.5%. This is a 45 fold increase in interest rates from the 0.1% rate 18 months…
15th May 2023
We are thrilled to have been named one of the 'Best Financial Advisers to Work For' in the recent Professional Adviser awards, which took place in London recently. The industry-wide,…
11th April 2023
Tees Valley businesses are increasing their headcount, thanks to a rise in revenues across the region, according to our quarterley business survey. Active held our quarterly Tees Valley Business Index…
27th March 2023
What brought you to Active? I joined Yorkshire Bank as an Independent Financial Adviser in 2005 to gain experience in corporate financial planning and it was Paul Gibson who interviewed…
20th March 2023
The Chancellor of the Exchequer, Jeremy Hunt, presented the Spring Budget to Parliament last week. Although it feels like we’ve had endless Budgets in recent times, this Spring Budget is…
14th March 2023
Chartered Financial Planner, Liza Pontone is as an ambassador for ‘Insuring Women’s Futures’, a programme established by the CII (Chartered Insurance Institute) in collaboration with leading insurance professionals, businesses, policy…
