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Who are we?

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

Our pension work applies not just to private clients but to businesses too, since we’re able to advise about AutoEnrolment and other compulsory impacts of pension reform. Also, because we use independent state-of-the-art software and our advisers have the higher qualifications required to offer a full pension review service, you get the reassurance of knowing that we’re offering a level of service many other advisers simply can’t match.

PENSION ADVICE

OUR PENSION ADVICE TAKES INTO ACCOUNT THE LATEST LEGISLATION AND REGULATIONS AS WELL AS UP-TO-THE-MINUTE PRODUCTS AVAILABLE RIGHT ACROSS THE MARKET. PENSION TYPES WE DEAL WITH INCLUDE:

  • Occupational pensions
  • Workplace pensions
  • Personal pensions
  • Stakeholder pensions
  • SIPPS

All of our pension advice is underpinned by the knowledge that the earlier you start and the younger you are, the cheaper and more profitable your pension provision is likely to be. We’ll carefully balance risk levels to suit what you’re comfortable with, possibly even reducing this risk as your retirement age approaches. We’ll also act in your best interest by using maximum annual contribution limits, and possibly by placing pensions into a SIPP in order to buy a commercial property. Meanwhile, we always watch out for tax relief on your contributions – one more way of saving you money.

PENSIONS FOR CHILDREN AND GRANDCHILDREN

INCREASINGLY, CLIENTS THINK ABOUT THEIR CHILDREN AND GRANDCHILDREN’S FUTURES, AND ONE WAY WE CAN HELP PROVIDE THEM WITH EXTRA FINANCIAL SECURITY IS TO SET UP A PENSION IN THEIR NAME.

An added bonus here is that this system helps to mitigate inheritance tax, helping you pass on more of your estate to loved ones at the time of your death.

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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  • 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