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Who are we?

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

Our privacy policy relates only to information that we obtain from you.

If you visit a site operated by a third party through a link included on this site, your information might be used differently by the operator of the linked site.

What we might collect

The type of information we might collect about you includes:-

  • your name and address
  • your phone number and e-mail address
  • your occupation
  • the information included in any online services to which you subscribe
  • details about the services you specifically request
  • any information you post about yourself on this site; and

We will never collect sensitive information about you without your explicit consent.

The information you provide to us when using this site will be processed for the following reasons:-

  • to process any request for advice or information supplied by us
  • to notify you of our bulletins, information packs and services, should you consent to this
  • to comply with our statutory and regulatory obligations

Any information that we collect about you is stored electronically on our database. It may also be printed and stored in our filing system.

We will keep your personal information confidential except to the extent that we are compelled to disclose it by law (for example where fraud or other crime is involved). From time to time we may be called upon to demonstrate our maintenance of certain professional standards as set by appropriate authorities and/or to satisfy our auditors and/or to comply with other statutory requirements.

If you believe that the information we hold about you is inaccurate or if you wish us to cease processing your data for any particular purpose or purposes, or contact us

Data Protection

To comply with the Data Protection requirements we adhere to strict security procedures. The personal information which we hold will be held securely to ensure no unauthorised disclosure or access. When you register for a user account with us you will be required to adhere to the security provisions set out in our terms and conditions.

You may refuse any marketing communication from us in the future at any time contact us

Should you wish to obtain a copy of the personal data that we hold on you, please contact us and we will notify you how to proceed.

If you have a complaint regarding any breach of this privacy policy, contact us When we receive the complaint, we will review it and ensure that we are in compliance with our privacy policy and all applicable laws. We will contact you within 40 days of receiving your complaint to inform you of the results of your complaint.

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

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    Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered Director qualification. Karl was awarded the prestigious status, held by only 1,400 people in the UK, following two years of intensive training with the IoD.

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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