Our Thoughts: Page 12

Active Chartered Financial Planners competes for national Employer of the Year award

23rd April 2018

Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status…

Are you Active’s next Financial Planner?

5th April 2018

Do you consider yourself a leading Financial Planner? Are you Chartered or on your way to being Chartered? Would you like to work for the North East's Employer of the…

A record £63bn was invested into funds in 2017

3rd April 2018

With Andrew Gilmore, Chartered Financial Planner & Fellow (of the Chartered Insurance Institute) at Active Financial Planners. In 2017, investors put a record £63bn into investment funds, taking the total…

Meet the team: Ruth Conner

20th March 2018

It's our meet the team blog and it's Ruth Conner's turn! As Marketing Manager, Ruth works closely with the directors to implement Active’s marketing strategy. This includes managing the company’s…

Just 25% of self-employed people save in to a pension

13th March 2018

With Director & Chartered Financial Planner (Fellow) at Active Financial Planners, Paul Gibson. This month we came across some research that will be of interest to a number of our…

Active Financial Planners promotes flexible working within the region

13th March 2018

Stockton-based firm Active Chartered Financial Planners is calling for more businesses in the region to offer flexible working options to their staff. Active, which was named the North East’s Employer…

Meet the women who are helping to protect your financial future

8th March 2018

The financial sector is notoriously male-dominated. Although customer service and mortgage adviser roles tend to be filled by women, the more high-level and specialised roles still tend to go to…

Payslips – why you should keep hold of them

20th February 2018

Emma Richardson, Independent Financial Adviser at Active Financial Planners Ltd gives her tips on why keeping your payslips can be so important. Many of us eagerly wait for our payslips…

Meet the team: Emma Richardson

13th February 2018

In our latest ‘Meet the Team’ feature, it’s the turn of Emma Richardson, Independent Financial Adviser Emma is a highly experienced financial adviser, with a number of qualifications (in 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.

Spreading a little Active Spirit this Christmas

29th November 2021

We are so happy to spread some Active spirit among two Teesside charities by donating food and gifts this Christmas. For the past five years the team have donated money…

New legislation to protect pension savers from scammers

18th November 2021

A new law is being introduced to help protect pension savers from fraudsters.  The legislation, which was passed on 8th November gives pension trustees and scheme managers the power to…

Active successfully renews Pension Transfer Gold Standard

9th November 2021

We are thrilled to have successfully renewed the Pension Transfer Gold Standard for another year. The gold standard, delivered by the Personal Finance Society (PFS) is a voluntary code of…