Our Thoughts: Page 5

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…

State pension: deadline looms for National Insurance top-ups

13th February 2023

Do you think you may have a shortfall in National Insurance (NI) credits? A Government scheme allows you to buy credits to boost your state pension – here Anthony Long,…

Tax year end – making the most of your allowances

13th February 2023

Chancellor Jeremy Hunt announced a number of tax measures in his Autumn statement, aiming to create fiscal stability, control inflation and fill a hole in the public’s finances following Kwasi…

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 new key 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…