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Who are we?

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

Active Chartered Financial Planners was formed in 2000, and from humble beginnings, is now regarded as one of the region’s leading firms of Independent Chartered Financial Planners.

From our Head Office in Stockton-on-Tees, we cover the entire North East and Yorkshire regions; making us one of the largest Independent firms to serve the area.

Our team of specialist Independent Advisers provide a full suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices.

Our Clients often find us through recommendation, and stay with us because of the level of service we offer, and our focus on their financial needs.

Our Chartered Status is central to our business, and demonstrates our commitment to remaining at the forefront of the industry.  We welcome change within the sector, and believe that the quicker it can be understood and embraced, the better.

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