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.

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

Why using an independent financial adviser is more important than ever when searching for a mortgage

15th December 2020

You may have noticed in recent media reports that the housing market is booming; houses are selling quickly and interest rates are low.  However, it is a difficult time for…