Our Thoughts: Page 18

Meet the Team: Gary Lumby

7th November 2016

This week's 'Meet the Team' blog is all about our Non Executive Director, Gary Lumby MBE. Gary plays a key role at Active both internally as part of the board…

Meet the Team: Katie Davis

31st October 2016

This week's 'Meet the Team' blog comes from Katie Davis, Chartered Financial Planner (Fellow). Katie began her Financial Planning career in 2006 at Natwest Bank, moving to HSBC in 2013…

Meet the Team: Andrew Gilmore

24th October 2016

Welcome to the first of our "Meet the Team" blogs.  We have a great mix of people here at Active and we thought you might like to find out more…

Vinay Bedi Joins Active!

24th October 2016

We are absolutely thrilled to welcome Vinay Bedi to the growing team at Active. Vinay joins us following a long career as Senior Investment Adviser at Brewin Dolphin and then UBS…

Welcoming a new Client Support Officer to Active

3rd October 2016

We are so pleased to welcome Chloe Willmott to the Active team! Chloe, from Middlesbrough recently graduated from Teesside University with a First Class Honours Degree (in Sports Therapy).  Prior…

Are you a Landlord?

12th September 2016

April 2017 sees the introduction of rule changes that will significantly increase the tax cost for many landlords. If you are a landlord of residential properties, with just over six…

Active welcomes back Sponsored Athlete & Olympic Finalist Aimee

9th September 2016

We were thrilled to welcome our sponsored swimmer & Olympic Finalist Aimee Willmott back to Active House this week, for lunch with her sponsors. 23 year old Aimee, from Middlesbrough…

The Results are in for Active!

5th September 2016

The Results are in for Active! From humble beginnings in 2000, Active is now regarded as one of the leading independent Financial Planning firms in the North East following continued…

Team Active Continues to Grow

16th August 2016

Dave Bernstein joins Active as Independent Financial Adviser with 23 years experience in Financial Services.  Dave's career began at Royal London where he worked for 11 years gaining vast experience…

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.

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

The Active Ingredients: Liza Pontone

25th July 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…