Our Thoughts: Page 8

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…

Careers in finance: we will always find a place for great people!

4th October 2022

Director Paul Gibson and Chartered Financial Planner Andrew Gilmore discuss the benefits of a career in finance How did you begin your career in finance? PG: At 14 I spent…

Tees Valley businesses optimistic for the future despite nationwide economic turmoil

3rd October 2022

Businesses in Tees Valley are feeling optimistic about the future but still view inflation as a significant challenge according to a our recent business survey. We launched the quarterly Tees…

Active’s Rachel and Laura join the ‘Big Sleepout’

3rd October 2022

Team Active is no stranger to sleeping out for The Teesside Charity as directors Karl Pemberton and Paul Gibson took part in the big sleep out a few years ago,…

Technology and financial planning

12th September 2022

Technology has revolutionised the way we live and work. Things are no different in the world of financial planning. Not long ago, engaging a financial adviser was a different experience.…

Could you be our next Client Support Officer?

30th August 2022

Due to our ongoing growth & development, we are looking for an exceptional client support officer to join our award winning team. Job specification: Supporting the day to day needs…

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

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.

25 years of change, but financial security still matters

10th March 2025

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…

Inheritance tax: do you know the limits?

4th March 2025

With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…

A speedier exit for emergency tax codes on pensions withdrawals

4th March 2025

Have you ever booked a holiday promising luxurious accommodation and top-notch amenities, only to find on arrival that it’s lacking a star or two? If you’re a football fan, you’ll…