Our Thoughts: Page 20

Ask the Expert – Tax Year End Planning

8th February 2018

With Karl Nendick, Director & Independent Financial Adviser Successful ‘Financial Planning’ is not just a case of investing in the most suitable, well performing investment funds, it has as much…

Active Chartered Financial Planners named North East Employer of the Year

6th February 2018

Teesside-based Active Chartered Financial Planners has taken home the North East Employer of the Year 2018 award in the annual Federation of Small Business (FSB) awards. The firm, which has…

Crypto-currency Boom or Bust? What does it all mean?

5th February 2018

With Managing Director & Independent Financial Adviser Karl Pemberton Unless you have been buried in a nuclear bunker for the last few months, you cannot have escaped the media hype…

Active supports Yarm School pupils’ Les Mis ‘dream’

23rd January 2018

Active Chartered Financial Planners is supporting Yarm School’s upcoming performance of Les Misérables, by signing up as a corporate sponsor. The Teesside-based firm, which provides expertise to clients across the…

Active Expands the Business as Experienced Paraplanner Joins the Team

6th November 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Chartered Financial Planners, is growing its team by appointing an experienced Paraplanner to join it's Stockton-on-Tees…

Active welcomes experienced Training & Competence Manager

23rd October 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Independent Chartered Financial Planners, is welcoming a new Training and Competence Manager to its team. Darren…

Tees Valley business leader ‘braves the shave’ in friend’s memory

12th September 2017

Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has…

Active’s Karl Pemberton achieves Chartered Director qualification

1st August 2017

Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered…

Your Protection Myths – Busted!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

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.

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

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…

Emma and Liza set to shine on national stage

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…

Retirement savers by region: How prepared are you?

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…