Services

Retirement
Planning

Our Retirement Planning service is relevant to almost everyone, as state provision becomes less certain and we look to safeguard our futures and those of our children and grandchildren.

Investment
Planning

Advice you can trust. At Active, we know that the world of investment can be daunting; it’s difficult to know where to put your money or whose advice you can trust.

Later Life
Financial Planning

As we get older, our lifestyle and priorities change, and that is why planning ahead and making suitable arrangements is one of the keys to a happy and secure position laterin life.

Planning for
Your Business

We have worked with businesses long enough to know exactly what kind of challenges they face.

Protection
Planning

Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.

Mortgage
Planning

At Active, we have been helping people and businesses to plan and secure the right mortgage for more than 30 years.

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.

The Active Ingredients: Joe Carey

24th May 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…

Yarm School students tell a ‘tale as old as time’ with our help

23rd May 2022

Yarm School students will be swapping hockey for harmonies and chemistry for choreography as they tread the boards in their latest musical production, Disney’s Beauty and the Beast. The show,…

An expert’s view: Rising to the challenge of capital markets

23rd May 2022

With special guest & industry expert Lothar Mentel, CEO of Tatton Investment Management Through the winter months, equity markets remained generally stable, with Europe and China peaking early on. North…