Our Thoughts: Page 4

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…

The Active Ingredients: Mark Dobing

27th March 2023

What brought you to Active?  I joined Yorkshire Bank as an Independent Financial Adviser in 2005 to gain experience in corporate financial planning and it was Paul Gibson who interviewed…

Enterprise, Education, Employment, Everywhere … all at once! (apparently!)

20th March 2023

The Chancellor of the Exchequer, Jeremy Hunt, presented the Spring Budget to Parliament last week. Although it feels like we’ve had endless Budgets in recent times, this Spring Budget is…

The Pension Gender Gap and Later Life Divorce

14th March 2023

Chartered Financial Planner, Liza Pontone is as an ambassador for ‘Insuring Women’s Futures’, a programme established by the CII (Chartered Insurance Institute) in collaboration with leading insurance professionals, businesses, policy…

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…

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.

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. The office of national…

The power of investing early (with 5 tips to get you going!)

20th May 2024

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago? They had a chef working away in a busy kitchen, alongside…

Retirement issues remain top of clients’ concerns

14th May 2024

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…