Our Thoughts: Page 4

Active scoops two UK Enterprise awards!

8th August 2023

We are delighted to have won two UK Enterprise Awards! The awards, which acknowledge some of the best small businesses across the UK saw Active named as Best Independent Chartered…

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,…

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.

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two key new appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…

Parkrun to hardmoors: Ian’s running journey

10th September 2024

“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…