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.

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…

Speculation over pension tax fears driving premature withdrawals

3rd November 2025

As the Autumn budget grows nearer, reports circulate that Chancellor Rachel Reeves is preparing to cut the tax-free allowance. A recent survey from wealth manager, Rathbones has found that speculation…

Our call for Chancellor to rebuild confidence and stability after a difficult year for savers and small businesses

13th October 2025

MD, Karl Pemberton has written to Chancellor Rachel Reeves ahead of her November Budget, urging her to prioritise stability, fairness, and confidence in the wake of last year’s fiscal challenges.…