Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.
What else makes us special
Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.
What else makes us specialOur Retirement Planning service is relevant to almost everyone, as state provision becomes less certain and we look to safeguard our futures and those of our children and grandchildren.
Advice you can trust. At Active, we know that the world of investment can be daunting; it’s difficult to know where to put your money or whose advice you can trust.
As we get older, our lifestyle and priorities change, and that is why planning ahead and making suitable arrangements is one of the keys to a happy and secure position laterin life.
We have worked with businesses long enough to know exactly what kind of challenges they face.
Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.
At Active, we have been helping people and businesses to plan and secure the right mortgage for more than 30 years.
“Having been a client of Active 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 have no problem recommending him to other people.
27th May 2025
From the year 2000, back when we were Active Financial Services, we have tried to remain at the forefront of a constantly changing (and sometimes challenging) industry. Over the past…
20th May 2025
We are thrilled that we have become one of the only firms in the North East, and among just a handful across the UK, to have two financial planners accredited…
13th May 2025
For Middlesbrough born client, Paul, family is very important. In 1963, his parents made the bold decision to emigrate from England to Australia, taking Paul and his younger sister in…
