Our Thoughts: Page 10

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…

Your Pension Myths – BUSTED!

17th June 2015

We understand here at Active that the world of personal finance can seem like a minefield - everyone seems to have an opinion, but how can you be sure who…

Coast to Coast – we did it!

10th June 2015

Snapped chains, shredded tyres, lost room keys…we had it all.   But in the end, despite all of the challenges along the way, a triumphant team from Active Chartered Financial…

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.

Another award win for Active

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…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…