Our Thoughts: Page 6

Paraplanner Grant joins the team

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…

Powers of attorney: what you need to know

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…

Not all pensions are the same – a world with high inflation and financial anxiety

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…

Careers in finance: we will always find a place for great people!

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…

Tees Valley businesses optimistic for the future despite nationwide economic turmoil

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…

Active’s Rachel and Laura join the ‘Big Sleepout’

3rd October 2022

Team Active is no stranger to sleeping out for The Teesside Charity as directors Karl Pemberton and Paul Gibson took part in the big sleep out a few years ago,…

Technology and financial planning

12th September 2022

Technology has revolutionised the way we live and work. Things are no different in the world of financial planning. Not long ago, engaging a financial adviser was a different experience.…

Could you be our next Client Support Officer?

30th August 2022

Due to our ongoing growth & development, we are looking for an exceptional client support officer to join our award winning team. Job specification: Supporting the day to day needs…

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

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…