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.

Tax year end planning – your allowances

4th February 2020

As we are approach the end of the tax year (5th April 2020), our Claire Davison, Independent Financial Adviser summarises the current allowances that may be available to you to…

Yarm School students emulate Broadway stars with help from Active

30th January 2020

Active will be helping Yarm School students become Broadway stars by supporting its upcoming performance of Miss Saigon, after the success of 2018’s production of Les Misérables. We are continuing…

The sad passing of our good friend, Ian Layton

27th January 2020

It is with great sadness, that we advise you of the sudden passing of one of our former Advisers, and good friend, Ian Layton, who sadly passed away just before…