Our Thoughts

How to make commercial rents fund your retirement

19th April 2021

The Active Spirit Live is a new monthly video series where industry experts, clients and friends of Active Chartered Financial Planners are invited to discuss hot topics, emerging trends and…

Are you our next Paraplanner?

15th April 2021

Due to our ongoing growth & development, we are looking for an exceptional Paraplanner to join our team. Job specification: Supporting the day to day needs of our clients and…

Paul’s charity ride across Britain

13th April 2021

Director and Chartered Financial Planner, Paul Gibson is getting on his bike for The Middlesbrough & Teesside Philanthropic Foundation (MTPF) but he needs your support to help him raise money…

Are you missing out on £140,000 from your pension?

13th April 2021

The average person in the UK works for six different companies during their lifetime.  This means they’ll probably have six different pension pots, according to recent research by Quilter. People…

Keeping it ‘in the family’ when choosing a financial adviser

16th March 2021

A recent study by Prudential found that 67% of adults whose parents use a financial adviser also have a relationship with the same adviser.  This suggests many people are keeping…

Your Tax Year End Checklist – 5 Key Areas to Review

15th February 2021

I think it would be safe to say 2020/2021 has been a challenging tax year. Proceeded of course by a March that few of us will forget, pushing last tax…

Be part of a force for good on Teesside

12th February 2021

Active Chartered Financial Planners is proud to be part of a powerful force for good on Teesside – and we would love you to join us. As Patrons of charitable…

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

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.

How to make commercial rents fund your retirement

19th April 2021

The Active Spirit Live is a new monthly video series where industry experts, clients and friends of Active Chartered Financial Planners are invited to discuss hot topics, emerging trends and…

Are you our next Paraplanner?

15th April 2021

Due to our ongoing growth & development, we are looking for an exceptional Paraplanner to join our team. Job specification: Supporting the day to day needs of our clients and…

Paul’s charity ride across Britain

13th April 2021

Director and Chartered Financial Planner, Paul Gibson is getting on his bike for The Middlesbrough & Teesside Philanthropic Foundation (MTPF) but he needs your support to help him raise money…