Our Thoughts: Page 4

The Government scraps 10% portfolio letter rule – Hallelujah!

7th March 2023

The UK government has scrapped the requirement for firms (that provide portfolio management services) to inform investors when their portfolio has fallen by 10% or more. The rule, introduced in…

Soft landing? A market update with Fraser Wilkinson of Quilter Cheviot

20th February 2023

After a tough year for most investment markets in 2022, it has been a brighter start to 2023. One of the key reasons is a growing expectation that key central…

We’ve been nominated!

14th February 2023

We are absolutely delighted to have been nominated and shortlisted by judges in The Northern Echo’s first BUSINESSiQ Awards 2023 in the category of Employee Health and Wellbeing. “The business…

State pension: deadline looms for National Insurance top-ups

13th February 2023

Do you think you may have a shortfall in National Insurance (NI) credits? A Government scheme allows you to buy credits to boost your state pension – here Anthony Long,…

Tax year end – making the most of your allowances

13th February 2023

Chancellor Jeremy Hunt announced a number of tax measures in his Autumn statement, aiming to create fiscal stability, control inflation and fill a hole in the public’s finances following Kwasi…

Emma is a jolly good Fellow!

24th January 2023

Being a Financial Planner takes not only knowledge, but dedication – to your own continued professional development so that you can provide the most up to date and relevant advice…

Education in personal finance is key!

16th January 2023

The firm is calling for the government to ensure that education in personal finance is prioritised if new rules about post-16 maths lessons comes to fruition. Rishi Sunak announced plans…

2022: A market re-cap with Fraser Wilkinson of Quilter Cheviot

21st December 2022

After over a decade of rock bottom interest rates and money printing, we have entered a new phase this year with interest rates rising and the money taps being turned…

Active’s great ’cause’ for Christmas

13th December 2022

As patrons of The Teesside Charity, we always do what we can to support them - and other local good causes. Whether it's taking part in the Great North Run,…

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.

The gender wealth gap still prominent today

28th March 2024

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…