Our Thoughts: Page 15

The sad passing of our good friend, Ian Layton

27th January 2020

It is with great sadness, that we advise you of the sudden passing of one of our former Advisers, and good friend, Ian Layton, who sadly passed away just before…

Our culture is key

6th January 2020

With Director & Chartered Financial Planner, Paul Gibson* The German Poet Hanz Magnus Enzensberger once said “Culture is like dropping an Alka-Seltzer into a glass of water – you don’t…

Active adopts the Pensions Transfer Gold Standard

6th January 2020

With Paul Gibson, Director & Chartered Financial Planner* The Gold Standard is a voluntary code of professional standards based on principles of good practice in safeguarded and defined benefit pension…

Active Chairman hands the keys to the next generation

17th December 2019

Active's founder Glyn Pemberton is stepping aside from the day-to-day running of the business and passing the reins onto the next generation. Glyn began his career with Co-operative Insurance Services…

Active spreads Christmas cheer with charity donations

3rd December 2019

We are spreading festive cheer to two Teesside charities by donating gifts to local people who may not receive gifts this Christmas. For the past three years we have collected…

The North East is one of the worst areas for Gender Pensions Gap and only talking about it will close it

18th November 2019

With Liza Pontone, Chartered Financial Planner Active Chartered Financial Planners is encouraging women across the North East to talk about their pension provision in order to close the pension gap.…

Are you ready to ‘retire’ retirement?

12th November 2019

With Andrew Haley, Chartered Financial Planner Before joining Active Financial Planners, I spent the previous two years focused solely on ‘retirement’ advice, unsurprisingly causing me to focus quite heavily on…

Experienced Chartered Financial Planner joins the Active team

7th October 2019

We are thrilled to welcome Chartered Financial Planner, Andrew Haley to the Active team. Andrew has worked in financial services since 2011, as both a Paraplanner and Financial Adviser.  In…

How might Brexit affect my investments?

1st October 2019

With Director & Chartered Financial Planner, Paul Gibson. At present it feels like Brexit is the national obsession. News channels, papers and online media all compete for the most attention…

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.

The gender wealth gap still prominent today

28th March 2024

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…