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.

Active retains IIP gold status

21st September 2020

Team Active is delighted to have retained the Investors in People (IIP) gold status accreditation for another year. IIP, which has set the standard within business since 1991, awards the…

The Millennial Money Mantra

25th August 2020

With Andrew Haley – Chartered Financial Planner (& millennial!) It’s all too easy to get caught up in labels. The ‘Millennials’ tag attached to Generation Y is one such label…

Celebrating 20 years of Active!

3rd August 2020

The story so far, as told by MD Karl Pemberton. Whilst away on holiday last week, I realised that it had been 20 years since Active was established by my…