Our Thoughts: Page 4

Active Expands the Business as Experienced Paraplanner Joins the Team

6th November 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Chartered Financial Planners, is growing its team by appointing an experienced Paraplanner to join it's Stockton-on-Tees…

Active welcomes experienced Training & Competence Manager

23rd October 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Independent Chartered Financial Planners, is welcoming a new Training and Competence Manager to its team. Darren…

Tees Valley business leader ‘braves the shave’ in friend’s memory

12th September 2017

Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has…

Active’s Karl Pemberton achieves Chartered Director qualification

1st August 2017

Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered…

Your Protection Myths – Busted!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

Your Protection Myths – BUSTED!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

£40,000 richer if you take Financial Advice

17th July 2017

This week, we came across some research that is extremely close to our hearts, and is something that has been the pivotal purpose of Active’s being since inception. People who…

Could you be Active’s new Compliance Manager?

26th June 2017

IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding…

Active achieves Gold Award with Investors In People

13th June 2017

Active Chartered Financial Planners has retained a gold status accreditation from people management standards assessors, Investors in People (IIP). IIP, which has set the standard within business since 1991, awards…

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…