Our Thoughts

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

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

Our 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 Chartered Insurance Institute…

Some millennials don’t believe their pensions will be enough

22nd May 2019

A recent study conducted by Active has found that only 21 per cent of those aged between 25 and 35, and born between 1984 and 1994, believe that their pensions…

The ever changing landscape of Financial Planning

20th May 2019

A-Day, RDR and MiFID II; all acronyms that will most likely mean absolutely nothing to you, but deep down you may (or should be) benefiting from the changes that they…

Team Active take on cycling challenge for Prostate Cancer UK

16th April 2019

7-9 June 2019: A game of two halves Prostate cancer kills 1 man every 45 minutes - that's two men during one football match! To do their bit to reduce…

Baby boomers need financial advice as many admit lack of investment knowledge and confidence

8th April 2019

Research by savings and investments company, Aegon, reveals that despite baby boomers owning more than a third of the UK’s wealth*, many in this age group are missing out on…

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.

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

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…