Our Thoughts: Page 19

Chartered Status – how it sets us apart

19th July 2016

In November 2013 we changed our name to Active Chartered Financial Planners.  Read more about why we did it. Achieving Chartered Status (for the company) was the culmination of a…

Brexit – Keep Calm and Carry On!

25th June 2016

We awake to a brand new world. A world with many uncertainties, but not one that the experts hadn’t planned for. We, as Financial Planners therefore felt it important to…

A New Apprentice Joins Active

23rd June 2016

We are so pleased to welcome Jake Ketteringham, our new Apprentice Client Support Officer to the Active team. 18 year old Jake, from Lower Worsall (near Yarm) has recently completed…

Swimmer Aimee’s Road to Rio

17th May 2016

Huge congratulations to Active’s sponsored swimmer Aimee Willmott who has been chosen to represent Great Britain at this year’s Olympic Games in Rio. 23 year old Aimee, from Middlesbrough has…

Team Active Conquer Scafell Pike

11th May 2016

Huge congratulations to our fantastic Active ladies (Cheyenne, Leslie, Laura, Rachel, Liza, Karen & Claire) who, on Saturday 23rd April climbed England’s highest Mountain, Scafell Pike (in the lake district).…

The Active Ladies’ Scafell Pike Challenge

19th April 2016

In May 2015, Active's male staff members and friends (of the firm) cycled the 140 mile trip from St Bees in Cumbria to Saltburn.  The ride, otherwise known as the…

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…

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.

Where there’s a (pension) will…..

21st June 2022

What is a pension will and why do you need one? Recent research from pensions provider, Canada Life reveals three quarters of UK adults have never completed a ‘pension will’.…

The Active ladies ‘walk in to the light’

14th June 2022

As the name suggests, at Active we are big fans of fitness - from cycling the length of Britain to scaling Scafell Pike, the team are always up for a…

The Active Ingredients: Joe Carey

24th May 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,…