Our Thoughts: Page 5

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…

I made it! – Thank You so much for your support!

24th October 2018

On the 19th August, at 7:53am, I made it to the summit of Mt Kilimanjaro! All 5895m of it! Following the Marangu Route of the largest volcano in the world,…

An exciting, fresh new look for Active

24th October 2018

As many of you will know, Active is always striving to be at the forefront of our industry in the region. We have always focused on ‘Quality’ over ‘Quantity’, and…

Executive Support Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Executive Support Manager Rachel McCulloch has been awarded a…

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…

Lifting the trophy – more exams success!

30th July 2018

Active Chartered Financial Planners are celebrating after a number of the team gained new qualifications, with one person achieving the highly coveted Chartered status. The firm, which was named North…

Setting my sights high by tackling Mt Kilimanjaro for the second time!

17th July 2018

In just 4 weeks’ time (15th August),  I’m aiming to reconquer Mount Kilimanjaro in Tanzania - despite vowing never to return! Having suffered severe altitude sickness on a previous fundraising…

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.

Temporary closure of Active House

24th March 2020

During these uncertain times, Active’s thoughts go out to all who have been affected by the COVID-19 pandemic. We are a family business and take our responsibilities towards the health…

Disorderly divestments create confusing market dynamics

16th March 2020

Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market dynamics, driving valuations down to levels…

Coronavirus – Business Contingency Planning

16th March 2020

It is fair to say that circumstances have changed significantly during the last 7 days for everyone with regards to Coronavirus, and we at Active are not immune. As Public…