Why are we special?

We are 100% commited 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.

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…