Our Thoughts: Page 2

Andrew & Emma top rated for 2019 by leading financial ratings website

19th March 2019

We are celebrating again after two of the team were named ‘Top Rated for 2019’ by Vouchedfor.co.uk, the UK’s leading ratings site for financial and legal professionals. Emma Cherrington, Independent…

Active becomes High Tide Foundation’s corporate partner

18th March 2019

A Tees charity dedicated to offering young people valuable career experiences has welcomed six industry-leading businesses as corporate partners. High Tide Foundation, founded in 2012 by businesses across the Tees…

Changes to Auto Enrolment: Sifting through the detail for the real benefits

5th March 2019

For the millions of people already automatically enrolled into a workplace pension, the amount you must pay in is going up in April. You may have seen the many stories…

Active Chartered Financial Planners is named as one of the best employers at National awards

5th March 2019

Active Chartered Financial Planners has been named as one of the “Best Financial Advisers To Work For” at the 2019 Professional Adviser Awards. Recognised nationally as one of 14 top…

Liza Pontone is awarded for her Outstanding Achievement

25th February 2019

Active is celebrating the start of another successful year, after winning a prestigious award at the inaugural Yorkshire Financial Awards. The firm was shortlisted in six categories, both as a…

Don’t forget the basics – Tax Year End Planning

25th February 2019

Active's Andrew Gilmore, Chartered Financial Planner and Fellow of the CII (Chartered Insurance Institute) explains that successful ‘Financial Planning’ is not just a case of investing in the most suitable,…

Active welcomes Alyson Tullock to the team

4th February 2019

We are so happy to welcome Alyson Tullock to the Active Team as Client Support Officer. Middlesbrough-based Alyson has a ‘wealth’ of experience in customer service, beginning her career as…

A tumultuous Q4 for markets, but what may lay ahead for 2019…

8th January 2019

It’s fair to say that 2018 brought less joy for investors worldwide than we had expected. The only consolation is that it came after two very pleasing years of investment…

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.

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…