Our Thoughts: Page 10

Happy “Work” Anniversary!

23rd February 2016

Active has recently celebrated “work” anniversaries for 4 members of the Team. Independent Financial Advisers Colin Burke (Dip PFS) and Mark Dobing (Dip PFS) celebrate 15 and 10 years respectively…

Advising is so last year. In 2016, it’s all about the Planning!

1st February 2016

Many of you will have spent the last month preparing for the year ahead. Personally that might include planning for a summer holiday or a New Year’s Resolution such as…

New Marketing Manager at Active

26th January 2016

We are thrilled to welcome Ruth Conner to the Active Team as Marketing Manager. Ruth will be working closely with the directors to implement Active’s marketing strategy. This includes managing…

Autumn Statement 2015 Highlights

14th December 2015

As you probably already know, on the 25th November George Osborne presented the latest Autumn Statement and Spending Review. We all tuned in at the office to hear what plans…

Your Savings Myths- BUSTED!

9th November 2015

Saving is straightforward right?  Money goes into a bank account and there, it’s done... Here at Active we talk to clients a lot about ensuring that they are saving for…

Thanks to the team at Rockliffe Hall for our Masterclass in Customer Service!

24th August 2015

Our excited client support team was lucky enough to visit Rockliffe Hall this week for a tour and masterclass in customer service from the North’s only Five Star resort.  Not only…

Investments and planning for the future – how we understand your needs

17th August 2015

You might feel like you do a lot of talking when you meet with one of our Advisers. Maybe it is a bit of a surprise to be asked about…

Summer Budget 2015 – Key Headlines

14th July 2015

After a fairly low key budget earlier in the year we were expecting to see bigger changes in the Summer or Emergency Budget 2015 and we weren't disappointed.  We'll be…

Auto Enrolment – Get the right plan for your team

1st July 2015

If you own or play a leading role in a business with more than one employee then you’re probably already aware of your obligation to provide a workplace pension.  In…

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…