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.

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…