About Us

At Active Chartered Financial Planners, we help businesses and individuals to protect and grow their finances in ways that suit them, not us.

From humble beginnings in 2000, this approach has positioned us amongst the most well respected and leading Independent Financial Planning firms in the North.

Our team of specialist Independent Advisers provide a full suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices.

Through our rare mix of expertise, impartiality and superb relationship building, we are already providing hundreds of satisfied clients the peace of mind that comes from knowing we have made their financial interests ours too.

We understand that financial planning can seem like a complicated area.  We also know this makes it even more important to have total clarity and genuine confidence in the team you choose for your financial advice and management.  That is why we will always aim to provide clients with clear, honest, unbiased information.  This allows clients to make informed decisions about their financial future.

#TheClearAdvantage

 

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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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.

The Evolution of Financial Advice: A 25-Year Journey at Active Chartered Financial Planners

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…

Adviser achieves specialist accreditation in divorce financial planning

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…

Client Paul is bowled over!

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…