Our Culture

Our culture starts with a simple belief:
when you put people first, great outcomes follow.

Whether we’re supporting clients, developing our team or working with our local community, we focus on understanding, empathy and clarity. We know that behind every financial decision is a person with hopes, concerns and long-term goals – and that always comes first.

Expertise is essential in financial planning, but so is feeling comfortable and supported.
Our culture balances professionalism with warmth:

• We speak plainly, not in jargon
• We listen before we advise
• We make clients feel understood
• We treat every situation with care and respect

This combination of expertise and openness helps clients feel reassured at every stage.

As a Chartered firm, we set ourselves high standards.
Our culture encourages:

• continuous learning
• professional development
• collaboration across the team
• a focus on doing the right thing every time

We take great pride in the quality of our work and the diligence behind every recommendation we make.

Independence is central to how we work.
Our culture encourages thoughtful analysis, open discussion and unbiased thinking. Every recommendation is made because it suits the client — not a provider or a predetermined solution.

We value curiosity, well-researched decision-making and the confidence to challenge assumptions when it benefits our clients.

Financial planning is a team effort.
Our advisers, paraplanners and support staff work together closely, sharing knowledge and supporting one another to create the best possible outcome for each client.

We invest in a positive, supportive working environment because we know that a strong internal culture leads to a better client experience.

Our culture is proudly connected to Teesside and North Yorkshire.
We care deeply about the people and businesses in our region, and we’re committed to contributing positively to our local community.

From long-term client relationships to partnerships with local organisations, our culture is built on trust, respect and community spirit.

The “Active Spirit” sums up who we are:
warm, clear, dedicated and always striving to make a difference.

It reflects our belief that financial planning should help people feel more confident about their future — not more confused. It’s the reason clients choose us, and why our team is proud to represent the Active name.