Our Thoughts: Page 2

Setting my sights high by tackling Mt Kilimanjaro for the second time!

17th July 2018

In just 4 weeks’ time (15th August),  I’m aiming to reconquer Mount Kilimanjaro in Tanzania - despite vowing never to return! Having suffered severe altitude sickness on a previous fundraising…

We’re on the ball – Active celebrates yet another record year!

16th July 2018

We are thrilled to have delivered strong results for the financial year ending March 2018. Highlights of the year-end report include: An increase in the total turnover of over 7%…

Setting the sights high – Karl Pemberton to tackle Mount Kilimanjaro for the second time for MIND and GEM Appeal

16th July 2018

In just 4 weeks’ time (15th August),  Karl Pemberton (Active Chartered Financial Planners) MD is aiming to reconquer Mount Kilimanjaro in Tanzania - despite vowing never to return! Having suffered…

Three years on from Pension Freedoms…. What do we know?

16th July 2018

Back in 2015 when pension freedom reforms were introduced, there were predictions that people would use their entire retirement pot and we would have a spate of ‘Lamborghini’ pensioners.  We…

National recognition for Active’s very own Three Lionesses

2nd July 2018

More celebrations here at Active House after three members of the team were nominated for prestigious industry awards. Chartered Financial Planner Liza Pontone and Independent Financial Adviser Emma Cherrington (nee…

Active Chartered Financial Planners competes for national Employer of the Year award

23rd April 2018

Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status…

Are you Active’s next Financial Planner?

5th April 2018

Do you consider yourself a leading Financial Planner? Are you Chartered or on your way to being Chartered? Would you like to work for the North East's Employer of the…

A record £63bn was invested into funds in 2017

3rd April 2018

With Andrew Gilmore, Chartered Financial Planner & Fellow (of the Chartered Insurance Institute) at Active Financial Planners. In 2017, investors put a record £63bn into investment funds, taking the total…

Meet the team: Ruth Conner

20th March 2018

It's our meet the team blog and it's Ruth Conner's turn! As Marketing Manager, Ruth works closely with the directors to implement Active’s marketing strategy. This includes managing the company’s…

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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…