Our Thoughts

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. The office of national…

The power of investing early (with 5 tips to get you going!)

20th May 2024

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago? They had a chef working away in a busy kitchen, alongside…

Retirement issues remain top of clients’ concerns

14th May 2024

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

How much does a pension contribution really cost you?

8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Happy New Tax Year! Important changes that may affect you

4th April 2024

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…

The gender wealth gap still prominent today

28th March 2024

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…

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.

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. The office of national…

The power of investing early (with 5 tips to get you going!)

20th May 2024

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago? They had a chef working away in a busy kitchen, alongside…

Retirement issues remain top of clients’ concerns

14th May 2024

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…