Our Thoughts: Page 12

A new Independent Financial Adviser at Active

19th April 2016

We are pleased to welcome a new Independent Financial Adviser to the Active team. Paul Rennolds will be based at Active’s Head Office in Thornaby. Paul has worked in the…

Tax Year End Planning; Contribution Limits

24th February 2016

Pensions Pensions still remain one the most tax efficient and legitimate ways of saving available to a UK tax payer, yet so many do not use the annual allowances available…

The Future Isn’t Too Bright For Landlords

23rd February 2016

Stamp Duty Land Tax Changes Higher rates of stamp duty land tax (SDLT) on purchases of additional residential properties are expected to be finalised for the Spring Budget (16 March…

Happy “Work” Anniversary!

23rd February 2016

Active has recently celebrated “work” anniversaries for 4 members of the Team. Independent Financial Advisers Colin Burke (Dip PFS) and Mark Dobing (Dip PFS) celebrate 15 and 10 years respectively…

Advising is so last year. In 2016, it’s all about the Planning!

1st February 2016

Many of you will have spent the last month preparing for the year ahead. Personally that might include planning for a summer holiday or a New Year’s Resolution such as…

New Marketing Manager at Active

26th January 2016

We are thrilled to welcome Ruth Conner to the Active Team as Marketing Manager. Ruth will be working closely with the directors to implement Active’s marketing strategy. This includes managing…

Autumn Statement 2015 Highlights

14th December 2015

As you probably already know, on the 25th November George Osborne presented the latest Autumn Statement and Spending Review. We all tuned in at the office to hear what plans…

Your Savings Myths- BUSTED!

9th November 2015

Saving is straightforward right?  Money goes into a bank account and there, it’s done... Here at Active we talk to clients a lot about ensuring that they are saving for…

Thanks to the team at Rockliffe Hall for our Masterclass in Customer Service!

24th August 2015

Our excited client support team was lucky enough to visit Rockliffe Hall this week for a tour and masterclass in customer service from the North’s only Five Star resort.  Not only…

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…