Our Thoughts: Page 10

Welcoming a new Client Support Officer to Active

3rd October 2016

We are so pleased to welcome Chloe Willmott to the Active team! Chloe, from Middlesbrough recently graduated from Teesside University with a First Class Honours Degree (in Sports Therapy).  Prior…

Are you a Landlord?

12th September 2016

April 2017 sees the introduction of rule changes that will significantly increase the tax cost for many landlords. If you are a landlord of residential properties, with just over six…

Active welcomes back Sponsored Athlete & Olympic Finalist Aimee

9th September 2016

We were thrilled to welcome our sponsored swimmer & Olympic Finalist Aimee Willmott back to Active House this week, for lunch with her sponsors. 23 year old Aimee, from Middlesbrough…

The Results are in for Active!

5th September 2016

The Results are in for Active! From humble beginnings in 2000, Active is now regarded as one of the leading independent Financial Planning firms in the North East following continued…

Team Active Continues to Grow

16th August 2016

Dave Bernstein joins Active as Independent Financial Adviser with 23 years experience in Financial Services.  Dave's career began at Royal London where he worked for 11 years gaining vast experience…

Active strengthens the team with another Independent Financial Adviser

12th August 2016

Emma Richardson is an experienced and highly qualified Independent Financial Adviser, who has been recognised for her talents in the area of Mortgages featuring in The Sunday Times’ ‘UK’s Top…

It’s the Great North Run for the Active Ladies

4th August 2016

Following on from April 26th (of this year) when the Active ladies climbed Scafell Pike (England’s highest mountain) just around the corner is their greatest challenge yet. Active’s Operations Manager…

Your Pensions LTA Myths – BUSTED!

2nd August 2016

Pensions may still be the best place for savings, even if you have reached your Lifetime Allowance (LTA).  But confusion over contribution allowance may result in pension funding being switched…

Chartered Status – how it sets us apart

19th July 2016

In November 2013 we changed our name to Active Chartered Financial Planners.  Read more about why we did it. Achieving Chartered Status (for the company) was the culmination of a…

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.

Temporary closure of Active House

24th March 2020

During these uncertain times, Active’s thoughts go out to all who have been affected by the COVID-19 pandemic. We are a family business and take our responsibilities towards the health…

Disorderly divestments create confusing market dynamics

16th March 2020

Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market dynamics, driving valuations down to levels…

Coronavirus – Business Contingency Planning

16th March 2020

It is fair to say that circumstances have changed significantly during the last 7 days for everyone with regards to Coronavirus, and we at Active are not immune. As Public…