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Who are we?

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

IT’S A GOOD QUESTION WITH A SIMPLE ANSWER. AT ACTIVE, WE UNDERSTAND THAT FINANCIAL PLANNING CAN SEEM LIKE A COMPLICATED AREA.

We also know this makes it even more important for you to have real confidence and total trust in the team you choose for financial advice and management. That’s why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can count on.

CHARTERED FINANCIAL PLANNER STATUS

OUR HIGHLY-COVETED CHARTERED STATUS MEANS WE WORK TO STANDARDS MATCHED BY ONLY A TINY PROPORTION OF FINANCIAL PLANNING FIRMS, AND IT’S YOUR ASSURANCE OF AN EXEMPLARY SERVICE CARRIED OUT WITH UNBEATABLE PROFESSIONALISM.

It’s a prestigious and hard-earned title, and we’ve achieved it by continuously developing and investing in our advisers’ professional abilities, far beyond what’s considered industry standard.

Our advisers aren’t just experienced, they’re also very highly qualified and fully up to date in terms of products, markets, legislation and legal requirements.

  • We’re 100% committed to always acting in our clients’ best interests.
  • Our Continuing Professional Development programme is as demanding and ambitious as they come.
  • We meet, and often exceed, the strict Code of Ethics that our prestigious Chartered status depends on.

GREATER INDEPENDENCE

BEING INDEPENDENT MEANS WE’RE ABLE TO PICK AND CHOOSE THE BEST FINANCIAL PRODUCTS ON YOUR BEHALF, WITH NO BIAS TOWARDS CERTAIN PROVIDERS.

This doesn’t just mean you benefit from access to the greatest possible range of products; it means our loyalty is always to you, not a financial service supplier.

A MORE PERSONAL SERVICE

WE PUT OUR CLIENT RELATIONSHIPS RIGHT AT THE HEART OF OUR PRACTICE, AND THAT MEANS YOU’LL GET GENUINELY FRIENDLY SERVICE FROM WHICHEVER ADVISERS AND SUPPORT STAFF YOU COME INTO CONTACT WITH.

Not just that, our team of advisers is big enough to ensure there’s someone with the right specialism and personality to fit you perfectly, and that helps us provide a more personalised service delivering even better end-results.

TOTAL INTEGRITY

HIGHLY QUALIFIED, REGULATED BY THE FINANCIAL CONDUCT AUTHORITY AND WITH LITERALLY HUNDREDS OF YEARS’ COLLECTIVE EXPERIENCE BETWEEN US, WE’RE A BUSINESS WITH ALL THE CREDENTIALS IT TAKES TO PROVIDE UNBEATABLE REASSURANCE.

In an industry whose landscape changes regularly, welcome to a firm with real principles, and a firm that’s here to stay.

CLEARER COMMUNICATIONS

WE’RE FROM THE NORTH EAST AND YORKSHIRE, SO WE LIKE TO THINK THAT BEING CLEAR, OPEN AND SINCERE IN OUR COMMUNICATIONS COMES WITH THE TERRITORY.

This means we’ll always give you honest opinions and straight answers – exactly what you need from the people looking after your finances.

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.

Get In Touch

Latest News

  • Joe Carey photo

    In our latest ‘Meet the Team’ it’s all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team Active since March 2015, Joe became fully qualified as an Independent Financial Adviser last Summer, and is now building up an excellent client base by

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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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Financial planners chartered

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