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Terms and Conditions

The materials contained in this site are provided for general information purposes only. Active Financial Planners do not accept any responsibility for any loss which may arise from accessing or reliance on information contained in this site.

This site may include hyperlinks to sites operated by other parties and content posted by visitors to our site. We are not responsible for examining or evaluating them and their inclusion does not imply our endorsement of their content. We are therefore not responsible for the content of external Internet sites that link to this site or which are linked from it. Nor are we responsible for any content posted to this site by other users.

Data Protection and Privacy

Any information you give to us will be stored and used in accordance with our Privacy Policy.

Limitation of Liability

This site or any part of it may not be compatible with your browser or computer configuration and we make no assertion that it is. We make no assertion that our services via this site will be available at any particular time or that your access to our site will be uninterrupted, timely or error free and we will not be responsible if we are unable to provide the site or its services for any reason. You agree that by posting any materials to this site, such materials shall be made available to all other members who may access this site and as such, we cannot be liable for any loss or damage you suffer as a result of such access which is beyond our reasonable control.

If you are accessing our site and services in the course of a business, all implied warranties and conditions are excluded to the maximum extent permitted by law.

We shall not be liable for (a) any loss of profit, data loss, loss of production, depletion of goodwill and (b) any indirect loss, costs or expenses whatsoever in each case arising out of your use of our site, your use of our services on our site or our failure to deliver services contained on our site.

Nothing in this Agreement limits our liability for death or personal injury resulting from our negligence or any other liability which may not by law be excluded.

You agree that you will not use this site for any unlawful purposes or in a way that is prohibited by these terms and conditions.

Your Liability to Us

You agree to be liable for all or any liability or damages we incur in contract, tort or otherwise towards a third party as a result of your use of this site (including the use of this site by a third party for whom you are responsible).


If any provision contained in these terms and conditions is determined to be invalid or unenforceable the remainder of the terms and conditions shall not be affected.

Our site is operated and controlled from the United Kingdom and these terms and conditions and your use of this site are governed by and construed in accordance with the laws of England and Wales. Unless you are using our site and services as a consumer, by agreeing to these terms and conditions you consent to all disputes arising out of or relating to your use of this site being decided only by the courts of England and Wales. If you are accessing this site from another jurisdiction it is your responsibility to ensure compliance with the laws that apply to that jurisdiction.

You are not permitted to transfer your rights under these terms and conditions to any other person.


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Latest News

  • Active - finalists 2

    Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson) have both been shortlisted for the title of Financial Adviser of the Year (North of England) in the 2018 Women in Finance Advice Awards. Liza,

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  • 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