Our Thoughts: Page 3

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,…

The Active Ingredients: Jess Wilkinson

30th May 2023

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…

Retirement and the cost of living crisis

19th May 2023

"In the last 12 months we have seen a rise in enquiries from clients about whether they can afford to retire" says Andrew Gilmore, chartered financial planner. "With questions about…

Turning Point? A market update with Fraser Wilkinson of Quilter Cheviot

16th May 2023

Early this month, the Bank of England announced they were raising interest rates to 4.5%. This is a 45 fold increase in interest rates from the 0.1% rate 18 months…

The award winning Active!

15th May 2023

We are thrilled to have been named one of the 'Best Financial Advisers to Work For' in the recent Professional Adviser awards, which took place in London recently. The industry-wide,…

Recruitment levels rise as Tees Valley businesses experience increased revenue

11th April 2023

Tees Valley businesses are increasing their headcount, thanks to a rise in revenues across the region, according to our quarterley business survey. Active held our quarterly Tees Valley Business Index…

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?…