Our Thoughts: Page 3

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…

Consumer Duty – Raising the bar for you

11th September 2023

As financial planners, we are heavily regulated by the Financial Conduct Authority (FCA). Keeping up to date with regulation takes time, but ultimately it helps to protect consumers and allows…

Active ‘doing the right thing’

5th September 2023

At Active Chartered Financial Planners, we really do put our people first - whether that be inside or outside of the organisation. Providing an exceptional service to our clients comes…

The little known exemption that could save you 40% in tax

29th August 2023

Historically, Inheritance Tax Planning (IHT) was sought by just a few clients, but in recent years there has been an increase in clients facing the potential of a IHT liability…

Active scoops two UK Enterprise awards!

8th August 2023

We are delighted to have won two UK Enterprise Awards! The awards, which acknowledge some of the best small businesses across the UK saw Active named as Best Independent Chartered…

Walking in to the light for mental health

17th July 2023

Would you stay up all night and walk 12 miles to raise money for mental health charities? Our Ruth Conner, Laura Richmond and Louise Woods, along with some other amazing…

Rebuilding Trust in Financial Advice

20th June 2023

Choosing Active Chartered Financial Planners: Rebuilding Trust in Financial Advice, with MD Karl Pemberton. In today's complex and ever-changing financial landscape, unfortunately trust in financial advisers has reached an all-time…

The AI Advice Experience

20th June 2023

Andrew Haley gives his thoughts on what AI could mean for financial planning. The year is 2025 and as a client of Active Chartered Financial Planners we have just concluded…

Two new appointments to the board!

30th May 2023

As the firm's ongoing growth strategy, we are thrilled to have promoted two of our most experienced team members to associate directors. Andrew Gilmore, chartered financial planner, and Rachel McCulloch,…

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.

Team Active shine a light on mental health

11th June 2024

Friday 5th July brings one of our favourite charity events of the year – the Walk in to the Light. Now in to its 4th year, the event was the…

The importance of protection

23rd May 2024

As a financial adviser, one of my primary goals is to ensure that my clients are well-prepared for whatever life might throw at them. Read on or click here to…

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. Read on, or click…