Our Thoughts: Page 11

Child Trust Funds – Now you can convert to a Junior ISA

10th June 2015

Do you have a child who was born between 1st September 2002 and 2nd January 2011?   If you do, then they probably have a Child Trust Fund (CTF).  All…

Who will inherit your pension?

12th May 2015

Next time you have a pension review and are expecting to focus your time on planning for a happy and well-funded retirement, don’t be surprised if your adviser moves on…

Congratulations to our Sponsored Athlete

28th April 2015

After a great performance at the British Swimming Championships in London in April we are proud to hear that our sponsored athlete Aimee Willmott has secured her place in the…

PENSION FREEDOM 2015 – What does it mean for you?

13th April 2015

This year on 6th April the UK saw one of the biggest changes in pension arrangements we have ever seen. Changes in the way that you can access your pension…

Budget 2015 Highlights

18th March 2015

We were watching the budget today with baited breath, particularly given the predictions around Pension changes and possible investment for the North of England.  In the end it was the…

Active and Friends do the Coast to Coast

16th March 2015

When you’re having a lie in on a Sunday morning, spare a thought for our team at Active Financial who will probably be out training somewhere for our latest fundraising…

Are your finances tax efficient?

10th March 2015

It’s that time of year again - we are coming up to the end of the tax year which this year means the end of the day on 5th April…

Ten Tips To Securing the Right Mortgage For You

13th February 2015

Deciding on the right mortgage for you is a tricky process, and can be an intimidating prospect.  Our Advisers share their thoughts on some ways you can make it more…

Top Ten “Must Do” Financial Tips for 2015

13th January 2015

Why not start 2015 by getting your finances in check! Our Advisers share their thoughts on some ways you can make it more straight forward…. Work out where you are…

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…