Our Thoughts: Page 3

Just 25% of self-employed people save in to a pension

13th March 2018

With Director & Chartered Financial Planner (Fellow) at Active Financial Planners, Paul Gibson. This month we came across some research that will be of interest to a number of our…

Active Financial Planners promotes flexible working within the region

13th March 2018

Stockton-based firm Active Chartered Financial Planners is calling for more businesses in the region to offer flexible working options to their staff. Active, which was named the North East’s Employer…

Meet the women who are helping to protect your financial future

8th March 2018

The financial sector is notoriously male-dominated. Although customer service and mortgage adviser roles tend to be filled by women, the more high-level and specialised roles still tend to go to…

Payslips – why you should keep hold of them

20th February 2018

Emma Richardson, Independent Financial Adviser at Active Financial Planners Ltd gives her tips on why keeping your payslips can be so important. Many of us eagerly wait for our payslips…

Meet the team: Emma Richardson

13th February 2018

In our latest ‘Meet the Team’ feature, it’s the turn of Emma Richardson, Independent Financial Adviser Emma is a highly experienced financial adviser, with a number of qualifications (in financial…

Ask the Expert – Tax Year End Planning

8th February 2018

With Karl Nendick, Director & Independent Financial Adviser Successful ‘Financial Planning’ is not just a case of investing in the most suitable, well performing investment funds, it has as much…

Active Chartered Financial Planners named North East Employer of the Year

6th February 2018

Teesside-based Active Chartered Financial Planners has taken home the North East Employer of the Year 2018 award in the annual Federation of Small Business (FSB) awards. The firm, which has…

Crypto-currency Boom or Bust? What does it all mean?

5th February 2018

With Managing Director & Independent Financial Adviser Karl Pemberton Unless you have been buried in a nuclear bunker for the last few months, you cannot have escaped the media hype…

Active supports Yarm School pupils’ Les Mis ‘dream’

23rd January 2018

Active Chartered Financial Planners is supporting Yarm School’s upcoming performance of Les Misérables, by signing up as a corporate sponsor. The Teesside-based firm, which provides expertise to clients across the…

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.

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…