Our Thoughts: Page 21

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…

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…

I made it! – Thank You so much for your support!

24th October 2018

On the 19th August, at 7:53am, I made it to the summit of Mt Kilimanjaro! All 5895m of it! Following the Marangu Route of the largest volcano in the world,…

An exciting, fresh new look for Active

24th October 2018

As many of you will know, Active is always striving to be at the forefront of our industry in the region. We have always focused on ‘Quality’ over ‘Quantity’, and…

Executive Support Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Executive Support Manager Rachel McCulloch has been awarded a…

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.

How giving back has become part of who we are

28th April 2025

When Active Financial Services began in 2000, we didn’t really talk about “corporate social responsibility”, in those days – we just helped where we could. Sometimes that meant donating hanging…

Active welcomes Chartered Paraplanner as growth continues in the company’s 25th year!

8th April 2025

We’re thrilled to welcome Lauren Lee as the newest member of the Active Chartered Financial Planners’ team, as our strategic growth continues. Lauren began her journey in financial services as…

25 years of change, but financial security still matters

10th March 2025

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…