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.

Active spreads Christmas cheer with charity donations

3rd December 2019

We are spreading festive cheer to two Teesside charities by donating gifts to local people who may not receive gifts this Christmas. For the past three years we have collected…

The North East is one of the worst areas for Gender Pensions Gap and only talking about it will close it

18th November 2019

With Liza Pontone, Chartered Financial Planner Active Chartered Financial Planners is encouraging women across the North East to talk about their pension provision in order to close the pension gap.…

Are you ready to ‘retire’ retirement?

12th November 2019

With Andrew Haley, Chartered Financial Planner Before joining Active Financial Planners, I spent the previous two years focused solely on ‘retirement’ advice, unsurprisingly causing me to focus quite heavily on…