Our Thoughts: Page 22

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,…

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,…

£40,000 richer if you take Financial Advice

17th July 2017

This week, we came across some research that is extremely close to our hearts, and is something that has been the pivotal purpose of Active’s being since inception. People who…

Could you be Active’s new Compliance Manager?

26th June 2017

IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding…

Active achieves Gold Award with Investors In People

13th June 2017

Active Chartered Financial Planners has retained a gold status accreditation from people management standards assessors, Investors in People (IIP). IIP, which has set the standard within business since 1991, awards…

Meet the Team: Joe Carey, Independent Financial Adviser

16th May 2017

In our latest 'Meet the Team' it's all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team…

Active Chartered Financial Planners’ Annual Results Reveal Strong Performance For FY 2016-2017

15th May 2017

Active Chartered Financial Planners, the Tees Valley based team of specialist Independent Financial Advisers which serves the North East and Yorkshire, has delivered strong results for the financial year ending…

Four new Specialist Independent Financial Advisers join the Active Team

15th May 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading teams of independent financial planners, has appointed four new specialists, including a nationally recognised adviser, to its team.…

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.

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

How much does a pension contribution really cost you?

8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Happy New Tax Year! Important changes that may affect you

4th April 2024

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…