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.

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…