Our Thoughts: Page 5

Could you be our next Client Support Officer?

30th August 2022

Due to our ongoing growth & development, we are looking for an exceptional client support officer to join our award winning team. Job specification: Supporting the day to day needs…

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

The Active Ingredients: Liza Pontone

25th July 2022

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,…

Where there’s a (pension) will…..

21st June 2022

What is a pension will and why do you need one? Recent research from pensions provider, Canada Life reveals three quarters of UK adults have never completed a ‘pension will’.…

The Active ladies ‘walk in to the light’

14th June 2022

As the name suggests, at Active we are big fans of fitness - from cycling the length of Britain to scaling Scafell Pike, the team are always up for a…

The Active Ingredients: Joe Carey

24th May 2022

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,…

Yarm School students tell a ‘tale as old as time’ with our help

23rd May 2022

Yarm School students will be swapping hockey for harmonies and chemistry for choreography as they tread the boards in their latest musical production, Disney’s Beauty and the Beast. The show,…

An expert’s view: Rising to the challenge of capital markets

23rd May 2022

With special guest & industry expert Lothar Mentel, CEO of Tatton Investment Management Through the winter months, equity markets remained generally stable, with Europe and China peaking early on. North…

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.

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

7th November 2023

In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…

Emma and Liza set to shine on national stage

9th October 2023

Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…

Retirement savers by region: How prepared are you?

9th October 2023

Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…