Our Thoughts: Page 11

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…

Brexit – Keep Calm and Carry On!

25th June 2016

We awake to a brand new world. A world with many uncertainties, but not one that the experts hadn’t planned for. We, as Financial Planners therefore felt it important to…

A New Apprentice Joins Active

23rd June 2016

We are so pleased to welcome Jake Ketteringham, our new Apprentice Client Support Officer to the Active team. 18 year old Jake, from Lower Worsall (near Yarm) has recently completed…

Swimmer Aimee’s Road to Rio

17th May 2016

Huge congratulations to Active’s sponsored swimmer Aimee Willmott who has been chosen to represent Great Britain at this year’s Olympic Games in Rio. 23 year old Aimee, from Middlesbrough has…

Team Active Conquer Scafell Pike

11th May 2016

Huge congratulations to our fantastic Active ladies (Cheyenne, Leslie, Laura, Rachel, Liza, Karen & Claire) who, on Saturday 23rd April climbed England’s highest Mountain, Scafell Pike (in the lake district).…

The Active Ladies’ Scafell Pike Challenge

19th April 2016

In May 2015, Active's male staff members and friends (of the firm) cycled the 140 mile trip from St Bees in Cumbria to Saltburn.  The ride, otherwise known as the…

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.

Active’s Rachel uses lockdown time to achieve top qualification

4th May 2020

Rachel McCulloch, executive support manager is celebrating after successfully completing her Chartered Management Institution (CMI) qualification while working from home during the current lockdown. Rachel joins many other chartered individuals…

An expert view on investments and market stability

7th April 2020

With Director & Independent Financial Adviser Karl Nendick Since the UK voted to leave the EU in June 2016 the main topic at client review meetings has been Brexit.  However,…

Why protecting your income is more important than ever

6th April 2020

With Joe Carey, Independent Financial Adviser After spending a fortnight in ‘self-isolation’ with my wife and new born daughter in our own little bubble (on paternity leave), my first day…