Our Thoughts: Page 8

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…

The Active Ingredients: Liza Pontone

25th July 2022

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,…

Where there’s a (pension) will…..

21st June 2022

What is a pension will and why do you need one? Recent research from pensions provider, Canada Life reveals three quarters of UK adults have never completed a ‘pension will’.…

The Active ladies ‘walk in to the light’

14th June 2022

As the name suggests, at Active we are big fans of fitness - from cycling the length of Britain to scaling Scafell Pike, the team are always up for a…

The Active Ingredients: Joe Carey

24th May 2022

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,…

Yarm School students tell a ‘tale as old as time’ with our help

23rd May 2022

Yarm School students will be swapping hockey for harmonies and chemistry for choreography as they tread the boards in their latest musical production, Disney’s Beauty and the Beast. The show,…

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 is a long time for fashion, phones and finance

28th January 2025

In 2000, Britney Spears was topping the charts with Oops! ... I Did It Again, the Nokia 3310 was the ultimate status symbol, and the world could finally stop worrying…

Mychael’s 3 lessons for success

27th January 2025

“Between the ages of 45 and 55, I learned three things about life” says Mychael, a client of Active Chartered Financial Planners. “Right now, I live in a nice house…

Client survey results: we asked your views, heard the message, and shared the concerns

17th December 2024

Here at Active Chartered Financial Planners we pride ourselves on listening to our clients and recognising any concerns they have. That’s why, following Chancellor Rachel Reeves’ recent Budget, we conducted…