Our Thoughts: Page 5

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…

Emma is a jolly good Fellow!

24th January 2023

Being a Financial Planner takes not only knowledge, but dedication – to your own continued professional development so that you can provide the most up to date and relevant advice…

Education in personal finance is key!

16th January 2023

The firm is calling for the government to ensure that education in personal finance is prioritised if new rules about post-16 maths lessons comes to fruition. Rishi Sunak announced plans…

2022: A market re-cap with Fraser Wilkinson of Quilter Cheviot

21st December 2022

After over a decade of rock bottom interest rates and money printing, we have entered a new phase this year with interest rates rising and the money taps being turned…

Active’s great ’cause’ for Christmas

13th December 2022

As patrons of The Teesside Charity, we always do what we can to support them - and other local good causes. Whether it's taking part in the Great North Run,…

Tees Valley businesses hoping for New Year recruitment boom

13th December 2022

Tees Valley businesses are hoping that experienced staff make job hunting a new year’s resolution, according to a business survey commissioned by Active Chartered Financial Planners. The firm launched its…

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.

Team Active shine a light on mental health

11th June 2024

Friday 5th July brings one of our favourite charity events of the year – the Walk in to the Light. Now in to its 4th year, the event was the…

The importance of protection

23rd May 2024

As a financial adviser, one of my primary goals is to ensure that my clients are well-prepared for whatever life might throw at them. Read on or click here to…

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. Read on, or click…