Our Thoughts

Autumn Budget re-cap up with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…

Do future generations need to be more flexible about retirement?

28th November 2024

It is undeniable that we are living longer. In the UK, according to Office for National Statistics (ONS) figures published in early 2024, the group aged 65 and above is…

72% of over 65s do not have Power of Attorney, study finds

22nd October 2024

Advances in health care, and improvements in living and working conditions mean that life expectancy has improved over the last 40 years. However, there may come a time when you…

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two new key appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…

Parkrun to hardmoors: Ian’s running journey

10th September 2024

“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…

More recognition for Active Chartered Financial Planners!

29th July 2024

We are delighted to have been named Financial Planner of the Year 2024 - Northern England by SME News Magazine at this year’s UK Enterprise Awards. Click here to watch…

Divorcing when you’re over 50: getting the right advice

23rd July 2024

Sadly, nearly half of all marriages in the UK end in divorce. Therefore, if you haven’t been through a divorce yourself, you almost certainly know someone who has. However, what’s…

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.

Autumn Budget re-cap up with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…

Do future generations need to be more flexible about retirement?

28th November 2024

It is undeniable that we are living longer. In the UK, according to Office for National Statistics (ONS) figures published in early 2024, the group aged 65 and above is…