Our Thoughts: Page 9

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…

Men are almost twice as likely to be at risk of pension transfer fraud as women

28th February 2022

The report, by XPS Pensions Group’s scam protection service showed that during the course of 2021, one-in-ten (11%) pension transfers for men were likely to raise a ‘red flag’ indicating…

The Active Ingredients: Louise Woods

8th February 2022

Welcome to our very first 'Active Ingredients' where each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active, what…

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.

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…

Autumn Budget re-cap with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…