Our Thoughts

When Active Financial Services began in 2000, we didn’t really talk about “corporate social responsibility”, in those days – we just helped where we could. Sometimes that meant donating hanging…

We’re thrilled to welcome Lauren Lee as the newest member of the Active Chartered Financial Planners’ team, as our strategic growth continues. Lauren began her journey in financial services as…

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…

With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…

Have you ever booked a holiday promising luxurious accommodation and top-notch amenities, only to find on arrival that it’s lacking a star or two? If you’re a football fan, you’ll…

As Active Chartered Financial Planners marks 25 years in business, we have been reflecting on how financial priorities evolve over time. Throughout this journey, we have helped clients at every…

As the 5th of April draws near, it’s time to review your finances and maximise the allowances and reliefs available before the end of the tax year. With recent changes…

https://youtu.be/NVfF6SlbppI In 2000, Britney Spears was topping the charts with Oops! ... I Did It Again, the Nokia 3310 was the ultimate status symbol, and the world could finally stop…

“Between the ages of 45 and 55, I learned three things about life” says Mychael, a client of Active Chartered Financial Planners. “Right now, I live in a nice house…