Our Thoughts: Page 9

An expert’s view: Rising to the challenge of capital markets

23rd May 2022

With special guest & industry expert Lothar Mentel, CEO of Tatton Investment Management Through the winter months, equity markets remained generally stable, with Europe and China peaking early on. North…

Participation in workplace pension schemes rises to a record high

23rd May 2022

Statistics by Office for National Statistics (ONS) shows that participation in workplace pension schemes has risen to a record high, with 22.6 million employees now members of a workplace pension…

Active welcomes experienced and qualified client support manager to the team

17th May 2022

Samuel Baker joined Active in January 2022, bringing with him over 5 year's industry experience. Sam’s career in financial services began in 2016 when he worked at Santander in the…

Tees Valley businesses booming but concerned about rising costs

28th April 2022

Businesses in Tees Valley have seen increased turnover since the start of the year but are concerned about rising utility costs, according to a business survey commissioned by Active Chartered…

Jess braved the ‘big freeze’ for charity

25th April 2022

When Jessica Wilkinson joined the Active team in late 2021, she didnt think she'd be sleeping rough for the night to raise money for charity! Fast forward to March 2022…

Men more likely to seek professional financial advice than women

19th April 2022

A recent study by Canada Life shows that men are more likely than women to seek advice from a financial adviser or a government website. The Canada Life survey, which…

Plan ahead: how financial planning can help business owners future proof their finances

5th April 2022

Being a business owner can mean working long hours and wearing multiple hats to ensure the business runs smoothly; from marketing to human resources. This often results in the owner’s…

Gender ISA gap widens

17th March 2022

"The latest figures from HMRC reveal that women continue to stick to cash ISAs, while men opt for stocks and shares ISAs, meaning men are reaping the rewards of greater…

Jess’s Little Tees Sleepout is no April fool!

7th March 2022

When an email arrived from the Teesside Charity* inviting patrons to the new one-off ‘Little Tees Sleepout’ Active’s Jessica Wilkinson snapped up the place! Due to the success of the…

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…