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…
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…
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,…
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…
5th December 2022
We were thrilled to welcome Grant Young to the paraplanning team earlier this year. Grant studied Maths and Physics at Dundee University and began his career in financial services back…
31st October 2022
"As a chartered financial planner, building long term relationships with my clients is key" says Joanne Fisher. Part of that process is meeting with clients regularly to ensure their investment…
12th October 2022
In the UK we have recently seen a swing from a prolonged period of low inflation to high inflation very quickly. With rising costs on our day-to-day expenses this will…
4th October 2022
Director Paul Gibson and Chartered Financial Planner Andrew Gilmore discuss the benefits of a career in finance How did you begin your career in finance? PG: At 14 I spent…
3rd October 2022
Businesses in Tees Valley are feeling optimistic about the future but still view inflation as a significant challenge according to a our recent business survey. We launched the quarterly Tees…
