Our Values

Our values are at the core of everything we do, they are the reason why we have such close client relationships.

Professional Excellence

Highly qualified, regulated by the Financial Conduct Authority and with literally hundreds of years’ collective experience between us, we are a business with all the credentials it takes to provide unbeatable reassurance.

In an industry whose landscape changes regularly, welcome to a firm with real principles, and a firm that’s here to stay.

Transparent Clarity

We are from the North East and Yorkshire, so we like to think that being clear, open and sincere in our communications comes with the territory.

This means we will always give you honest opinions and straight answers – exactly what you need from the people looking after your finances.

Personal Service

We put our client relationships right at the heart of our practice, and that means you will get genuinely friendly service from whichever advisers and support staff you come into contact with.

Not just that, our team of advisers is big enough to ensure there is someone with the right specialism and personality to fit you perfectly, and that helps us to provide a more personalised service delivering even better end-results.

Independent Intelligence

Being independent means we are able to choose the best financial products on your behalf, with no bias towards certain providers.

This doesn’t just mean you benefit from access to the greatest range of products; it means our loyalty is always to you, not a financial service supplier.

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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…