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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th Nov 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th Nov 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th Oct 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…