Crystal ClearFinancial Advice

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
Chartered Status

Our Services

Retirement
Planning

Our 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.

Investment
Planning

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.

Later Life
Financial Planning

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.

Planning for
Your Business

We have worked with businesses long enough to know exactly what kind of challenges they face.

Protection
Planning

Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.

Mortgage
Planning

At Active, we have been helping people and businesses to plan and secure the right mortgage for more than 30 years.

Active Spirit

“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.

Yarm School students set to wow audiences with Oliver!

8th December 2025

Students at Yarm School are set to wow audiences with their production of Lionel Bart’s musical, Oliver! thanks to our sponsorship. A 60-strong cast of talented youngsters, both performers and…

Social Media or Social Pressure? One in Four Act on Investment Advice Without Thinking Twice

17th November 2025

In this, the age of constant connectivity, the rise of so-called “finfluencers” has given everyday investors access to seemingly expert insights at the tap of a screen. However, recent research…

Celebrating Excellence: Emma Cherrington recognised among the UK’s Top Chartered Financial Planners

3rd November 2025

As we continue our 25th year celebrations, we have another reason to celebrate as Chartered financial planner, Emma Cherrington has been recognised at the Personal Finance Society (PFS) annual Personal…