Our Thoughts: Page 5

Changes to Auto Enrolment: Sifting through the detail for the real benefits

5th March 2019

For the millions of people already automatically enrolled into a workplace pension, the amount you must pay in is going up in April. You may have seen the many stories…

Active Chartered Financial Planners is named as one of the best employers at National awards

5th March 2019

Active Chartered Financial Planners has been named as one of the “Best Financial Advisers To Work For” at the 2019 Professional Adviser Awards. Recognised nationally as one of 14 top…

Liza Pontone is awarded for her Outstanding Achievement

25th February 2019

Active is celebrating the start of another successful year, after winning a prestigious award at the inaugural Yorkshire Financial Awards. The firm was shortlisted in six categories, both as a…

Don’t forget the basics – Tax Year End Planning

25th February 2019

Active's Andrew Gilmore, Chartered Financial Planner and Fellow of the CII (Chartered Insurance Institute) explains that successful ‘Financial Planning’ is not just a case of investing in the most suitable,…

Active welcomes Alyson Tullock to the team

4th February 2019

We are so happy to welcome Alyson Tullock to the Active Team as Client Support Officer. Middlesbrough-based Alyson has a ‘wealth’ of experience in customer service, beginning her career as…

A tumultuous Q4 for markets, but what may lay ahead for 2019…

8th January 2019

It’s fair to say that 2018 brought less joy for investors worldwide than we had expected. The only consolation is that it came after two very pleasing years of investment…

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…

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 clients back to Active House as lockdown eases

6th July 2020

At Active we welcomed the Prime Minister’s announcement last month that lockdown rules are easing. The introduction of a “1 metre plus” rule, which replaces the “2 metre rule” in…

Key points for investors in a post Covid-19 world

2nd June 2020

With Andrew Gilmore, Chartered Financial Planner Life has changed dramatically for us all in the last two months or so. Whilst minor amendments are being made to restrictions, it does…

Taking the first steps to re-open Active House

1st June 2020

At Active we are supporting the government’s plans to help businesses get back to work by beginning to relax lockdown measures and allow staff to return to work at Active…