Our Thoughts

As we continue our 25th year celebrations, we have another reason to celebrate as Chartered financial planner, Emma Cherrington has been recognised at the Personal Finance Society (PFS) annual Personal…

As the Autumn budget grows nearer, reports circulate that Chancellor Rachel Reeves is preparing to cut the tax-free allowance. A recent survey from wealth manager, Rathbones has found that speculation…

MD, Karl Pemberton has written to Chancellor Rachel Reeves ahead of her November Budget, urging her to prioritise stability, fairness, and confidence in the wake of last year’s fiscal challenges.…

Retirement may seem a long way off for many of us, but a recent survey from Aviva reveals some of the things that those closer to retirement - adults over…

Clients Tanya and Graeme are no strangers to the world of finance, both having had long careers in banking and business. “We both worked at the Grey Street branch of…

In our latest client survey, we asked a snapshot of our clients how they feel about the Chancellor’s proposed tax changes, what they expect from the upcoming Autumn Budget, and…

In October 2024, the Chancellor announced the reform of Inheritance Tax (IHT) with the aim to ‘help deliver fairer treatment of inherited wealth’ How will this affect you? From 6…

In our latest client survey, we asked how you feel about the Chancellor’s proposed tax changes, what you expect from the upcoming Autumn Budget, and how it all impacts your…

At Active Chartered Financial Planners, we believe our people are what make us special. And right now, we’ve got a big reason to celebrate. Not only is 2025 our 25th…