Cookies Policy: We use cookies on our website to make sure we can give you the best experience while browsing. If you are happy with this, please continue to use this site as normal or learn more. Discard this message

Who are we?

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

We’re on the ball – Active celebrates yet another record year!

Published On

DSCF4964

We are thrilled to have delivered strong results for the financial year ending March 2018.

Highlights of the year-end report include:

  • An increase in the total turnover of over 7% to £1.65m
  • Attracted a further £40m of new Assets Under Management
  • Client acquisition increased by 11%
  • Investors in People Gold status achieved for the second time
  • Winners of the Federation of Small Businesses (FSB) North East Employer of the Year Award for 2018.

We have been helping both individuals and business owners to achieve their financial objectives since 1986, gaining the prestigious “Chartered” status in 2013. This status is central to the business and demonstrates the whole team’s commitment to remain at the forefront of the industry.

Karl Pemberton, Managing Director said: “Active is once again celebrating a successful year, thanks in no small part to the hard work and dedication of our team. The 7% increase in turnover has allowed us to invest in our staff and provide more opportunities for training and development to increase skill and productivity.”

“It is essential that small firms like ours lead the way with world-class customer service and excellent treatment of our staff. We want to be both a respected business that new and established professionals trust with their finances, and the employer of choice for the best in the business within the region”.

This year on year continued growth forms part of a long-term strategic growth plan for the firm, and has now also enabled us to purchase our prestigious Head Office premises, Active House, in Stockton-on-Tees. This move will see further development in our people and our facilities, including improved client and staff areas, client conference facilities, staff gymnasium and change facilities.

“This is a key development for the company and one that allows us to secure our future for the next generation. We’re extremely proud of what we have already, so to improve on this can only benefit our offering to clients and staff even further”.

“Thanks to all our stakeholders for their continued support during this period. We are now looking to build on our successes again over the next year.”

Hear from MD Karl Pemberton & Director Karl Nendick (link to video)

Visit the website to find out more about Active Chartered Financial Planners

Connect with us on Twitter, Facebook & LinkedIn


< Back to Our Thoughts

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

  • andrew

    With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a further cut in August 2016 to 0.25% before seeing the first rise since 2007 in November 2017. As a reminder, these early slashes to rates

Read More

Last Tweets

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

Read More

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