Our Thoughts: Page 12

Another Darlington based chartered financial planner joins the team

5th July 2021

We are thrilled to welcome Joanne Fisher to our team of chartered financial planners. Joanne has more than 25 years’ experience in the industry, beginning her career in 1996 on…

DIY investing or professional financial advice?

5th July 2021

With ‘get rich quick” adverts flooding our social media and investment apps at our fingertips – the temptation to try our hand at DIY investment has never been greater! There’s…

It’s a triple signing for Active!

10th May 2021

After a busy & successful start to the year we are thrilled to welcome 3 new team members. The new recruits are not just due to our growth, but also…

What the plans to raise the normal minimum pension age mean for you

4th May 2021

The normal minimum pension age (or NMPA) is the minimum age at which most people can access their pensions without an unauthorised payments tax charge (unless they are taking their…

Mastered It!

26th April 2021

Chartered Financial Planner Andrew Gilmore is celebrating once again after completing the Senior Leaderships Apprenticeship, Master of Business Administration (MBA) at Teesside University’s highly acclaimed Business School. The business school…

How to make commercial rents fund your retirement

19th April 2021

The Active Spirit Live is a new monthly video series where industry experts, clients and friends of Active Chartered Financial Planners are invited to discuss hot topics, emerging trends and…

Are you our next Paraplanner?

15th April 2021

Due to our ongoing growth & development, we are looking for an exceptional Paraplanner to join our team. Job specification: Supporting the day to day needs of our clients and…

Paul’s charity ride across Britain

13th April 2021

Director and Chartered Financial Planner, Paul Gibson is getting on his bike for The Middlesbrough & Teesside Philanthropic Foundation (MTPF) but he needs your support to help him raise money…

Are you missing out on £140,000 from your pension?

13th April 2021

The average person in the UK works for six different companies during their lifetime.  This means they’ll probably have six different pension pots, according to recent research by Quilter. People…

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.

Autumn Budget re-cap up with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…

Do future generations need to be more flexible about retirement?

28th November 2024

It is undeniable that we are living longer. In the UK, according to Office for National Statistics (ONS) figures published in early 2024, the group aged 65 and above is…