Our Thoughts: Page 14

Active welcomes experienced Training & Competence Manager

23rd October 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Independent Chartered Financial Planners, is welcoming a new Training and Competence Manager to its team. Darren…

Tees Valley business leader ‘braves the shave’ in friend’s memory

12th September 2017

Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has…

Active’s Karl Pemberton achieves Chartered Director qualification

1st August 2017

Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered…

Your Protection Myths – Busted!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

Your Protection Myths – BUSTED!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

£40,000 richer if you take Financial Advice

17th July 2017

This week, we came across some research that is extremely close to our hearts, and is something that has been the pivotal purpose of Active’s being since inception. People who…

Could you be Active’s new Compliance Manager?

26th June 2017

IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding…

Active achieves Gold Award with Investors In People

13th June 2017

Active Chartered Financial Planners has retained a gold status accreditation from people management standards assessors, Investors in People (IIP). IIP, which has set the standard within business since 1991, awards…

Meet the Team: Joe Carey, Independent Financial Adviser

16th May 2017

In our latest 'Meet the Team' it's all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team…

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.

2021 in review and outlook for 2022 with Brewin Dolphin

18th January 2022

We welcome Guy Foster, Chief Strategist for Brewin Dolphin as he takes a look at the highs and lows of 2021 and considers what the next 12 months could have…

Experienced paraplanner joins Active’s growing team

17th January 2022

We are thrilled to welcome another experienced paraplanner to the team as part of our continued period of growth. Jessica Wilkinson joins Active following a successful three and a half…

Planning for Retirement? Know Your Limits

6th December 2021

"We are all no doubt hoping for a comfortable retirement. The Government is naturally in favour of us building our own pension provision, reducing reliance on state support. However, much…