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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

ONE OF THE THINGS THAT MAKES US DIFFERENT – AND REGULARLY WINS THE PRAISE OF OUR CLIENTS – IS THE FANTASTIC BACK OFFICE SUPPORT PROVIDED BY OUR DEDICATED TEAM OF ADMINISTRATORS AND PARA-PLANNERS.

FROM MODERN HEAD OFFICES AT THORNABY, STOCKTON-ON-TEES, OUR PERMANENT TEAM OF SUPPORT STAFF DEAL WITH THE DAY-TO-DAY WORK OF KEEPING OUR OPERATIONS SMOOTH, STREAMLINED AND AS PROFESSIONAL AS YOU’D EXPECT FROM A FIRM WITH A REPUTATION LIKE OURS.

As well as handling client enquiries quickly and efficiently, these key individuals help our advisers with organisational and admin support that often draws on their own knowledge of the financial services sector.

We’ve invested heavily in this team and their development because we know it’s the kind of thing that makes a real difference to the success of our service and our relationships with clients. After all, unbeatable financial advice is one thing, but it’s our accessible, responsive and highly efficient service that clients often say really sets us apart.

CALL US TODAY

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Latest News

  • mike airey

    Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has taken to social media to challenge other business leaders in the region to do the same to raise further funds for the charity that supported

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Last Tweets

  • Active Chartered IFART : thank you for your time today , it’s nice to be advised in a language that is understood#no jargon,

Testimonials

  • Having been a client of Active Finance 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

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority