Our Thoughts: Page 6

Tax year end – making the most of your allowances

13th February 2023

Chancellor Jeremy Hunt announced a number of tax measures in his Autumn statement, aiming to create fiscal stability, control inflation and fill a hole in the public’s finances following Kwasi…

Emma is a jolly good Fellow!

24th January 2023

Being a Financial Planner takes not only knowledge, but dedication – to your own continued professional development so that you can provide the most up to date and relevant advice…

Education in personal finance is key!

16th January 2023

The firm is calling for the government to ensure that education in personal finance is prioritised if new rules about post-16 maths lessons comes to fruition. Rishi Sunak announced plans…

2022: A market re-cap with Fraser Wilkinson of Quilter Cheviot

21st December 2022

After over a decade of rock bottom interest rates and money printing, we have entered a new phase this year with interest rates rising and the money taps being turned…

Active’s great ’cause’ for Christmas

13th December 2022

As patrons of The Teesside Charity, we always do what we can to support them - and other local good causes. Whether it's taking part in the Great North Run,…

Tees Valley businesses hoping for New Year recruitment boom

13th December 2022

Tees Valley businesses are hoping that experienced staff make job hunting a new year’s resolution, according to a business survey commissioned by Active Chartered Financial Planners. The firm launched its…

Paraplanner Grant joins the team

5th December 2022

We were thrilled to welcome Grant Young to the paraplanning team earlier this year. Grant studied Maths and Physics at Dundee University and began his career in financial services back…

Powers of attorney: what you need to know

31st October 2022

"As a chartered financial planner, building long term relationships with my clients is key" says Joanne Fisher. Part of that process is meeting with clients regularly to ensure their investment…

Not all pensions are the same – a world with high inflation and financial anxiety

12th October 2022

In the UK we have recently seen a swing from a prolonged period of low inflation to high inflation very quickly. With rising costs on our day-to-day expenses this will…

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.

72% of over 65s do not have Power of Attorney, study finds

22nd October 2024

Advances in health care, and improvements in living and working conditions mean that life expectancy has improved over the last 40 years. However, there may come a time when you…

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two new key appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…