Our Thoughts: Page 5

Meet the Team: Joe Carey, Independent Financial Adviser

16th May 2017

In our latest 'Meet the Team' it's all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team…

Active Chartered Financial Planners’ Annual Results Reveal Strong Performance For FY 2016-2017

15th May 2017

Active Chartered Financial Planners, the Tees Valley based team of specialist Independent Financial Advisers which serves the North East and Yorkshire, has delivered strong results for the financial year ending…

Four new Specialist Independent Financial Advisers join the Active Team

15th May 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading teams of independent financial planners, has appointed four new specialists, including a nationally recognised adviser, to its team.…

Meet the Team: Rachel McCulloch, Operations Manager

10th April 2017

This week it's all about our Rachel McCulloch, Operations Manager.  Rachel manages Active's Client Support Team, but is also the go to person for help, advice & support for the…

Meet the Team: Mark Dobing IFA

21st March 2017

This week's "Meet The Team" blog is all about our Mark Dobing Dip PFS, Independent Financial Adviser & life long Boro Fan Mark has 25 years experience in Financial Services,…

Ask the Expert – Tax Year End Planning

20th February 2017

Chartered Financial Planner Andrew Gilmore – FPFS, Cert CII (MP&ER) joined Active in 2007.  In 2016 (with hard work & dedication), Andrew became Chartered and (shortly after) gained Fellowship status; the…

Meet the Team: Gary Lumby

7th November 2016

This week's 'Meet the Team' blog is all about our Non Executive Director, Gary Lumby MBE. Gary plays a key role at Active both internally as part of the board…

Meet the Team: Katie Davis

31st October 2016

This week's 'Meet the Team' blog comes from Katie Davis, Chartered Financial Planner (Fellow). Katie began her Financial Planning career in 2006 at Natwest Bank, moving to HSBC in 2013…

Meet the Team: Andrew Gilmore

24th October 2016

Welcome to the first of our "Meet the Team" blogs.  We have a great mix of people here at Active and we thought you might like to find out more…

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…