Our Thoughts: Page 3

You shall go to the ball (at Yarm School)

29th January 2024

Students at Yarm School are set to dazzle audiences with their production of Rodgers and Hammerstein’s musical Cinderella, thanks to our sponsorship. A 40-strong cast of talented youngsters, both performers…

We’ve got the Active Christmas Spirit

12th December 2023

Christmas is a happy time for most of us, but with one in three children in our region living below the breadline, Christmas can also be very sad and stressful.…

Supercharge your retirement savings with one-off contributions

4th December 2023

Savings firm, Standard Life has found that making one-off pension contributions of £1,000 every five years could boost retirement savings by up to £23,000 (by the time the saver reaches…

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…

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 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.

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two key new appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…

Parkrun to hardmoors: Ian’s running journey

10th September 2024

“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…