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 ever changing landscape of Financial Planning

20th May 2019

A-Day, RDR and MiFID II; all acronyms that will most likely mean absolutely nothing to you, but deep down you may (or should be) benefiting from the changes that they…

Team Active take on cycling challenge for Prostate Cancer UK

16th April 2019

7-9 June 2019: A game of two halves Prostate cancer kills 1 man every 45 minutes - that's two men during one football match! To do their bit to reduce…

Baby boomers need financial advice as many admit lack of investment knowledge and confidence

8th April 2019

Research by savings and investments company, Aegon, reveals that despite baby boomers owning more than a third of the UK’s wealth*, many in this age group are missing out on…