12th December 2023
Christmas is a happy time for most of us, but with one in three children in our region living below the breadline, Christmas can also be very sad and stressful.…
4th December 2023
Savings firm, Standard Life has found that making one-off pension contributions of £1,000 every five years could boost retirement savings by up to £23,000 (by the time the saver reaches…
7th November 2023
In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…
9th October 2023
Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…
9th October 2023
Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…
11th September 2023
As financial planners, we are heavily regulated by the Financial Conduct Authority (FCA). Keeping up to date with regulation takes time, but ultimately it helps to protect consumers and allows…
5th September 2023
At Active Chartered Financial Planners, we really do put our people first - whether that be inside or outside of the organisation. Providing an exceptional service to our clients comes…
29th August 2023
Historically, Inheritance Tax Planning (IHT) was sought by just a few clients, but in recent years there has been an increase in clients facing the potential of a IHT liability…
8th August 2023
We are delighted to have won two UK Enterprise Awards! The awards, which acknowledge some of the best small businesses across the UK saw Active named as Best Independent Chartered…
