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.

Another award win for Active

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…