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 Active Ingredients: Joe Carey

24th May 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…

Yarm School students tell a ‘tale as old as time’ with our help

23rd May 2022

Yarm School students will be swapping hockey for harmonies and chemistry for choreography as they tread the boards in their latest musical production, Disney’s Beauty and the Beast. The show,…

An expert’s view: Rising to the challenge of capital markets

23rd May 2022

With special guest & industry expert Lothar Mentel, CEO of Tatton Investment Management Through the winter months, equity markets remained generally stable, with Europe and China peaking early on. North…