We are 100% committed to always acting in our clients’ best interests.
It’s a good question with a simple answer. At Active, we understand that financial planning can seem like a complicated area.
We also know this makes it even more important for you to have real confidence and total trust in the team you choose for financial advice and management. That is why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can count on.
Chartered Financial Planner Status
Our highly-coveted chartered status means we work to standards matched by only a tiny proportion of financial planning firms.
Chartered firms must meet serious obligations. To retain our title we must ensure the advice, service and ongoing support we provide you are of the highest quality.
Our advice must be based solely on your researched needs, and provided by someone competent to discuss products and services that meet your requirements.
- We ensure our technical and professional knowledge and competence through professional qualifications
- We keep our knowledge and skills up to date through continuing professional development
- Our team must be members of the Personal Finance Society (the financial planning arm of the Chartered Insurance Institute) and must comply with its Code of Ethics, which is enforced through disciplinary sanctions
Our Chartered title means a lot to us. It was not easily achieved and it takes continuous investment to maintain. That means staying ahead of the curve on products, markets, legislation and legal requirements. It also means we always act in our clients’ best interests, meeting and often exceeding the strict Code of Ethics our Chartered status relies on.
Many of our team are also qualified to Chartered Fellowship status, the very highest level of qualification awarded in our industry.
Active awards
In 2023, we were named as Best Independent Chartered Financial Planners (Northern England) and given the Excellence Award in Retirement Planning (Northern England) at the UK Enterprise Awards.
In 2019 and again in 2023 we were named as one of the ‘Best Financial Advisers to Work For’ at the national Professional Adviser Awards.
In 2018 we won ‘North East Employer of the Year’ at the Federation of Small Businesses (FSB) Awards.
