Our Thoughts: Page 6

Are you missing out on £140,000 from your pension?

13th April 2021

The average person in the UK works for six different companies during their lifetime.  This means they’ll probably have six different pension pots, according to recent research by Quilter. People…

Keeping it ‘in the family’ when choosing a financial adviser

16th March 2021

A recent study by Prudential found that 67% of adults whose parents use a financial adviser also have a relationship with the same adviser.  This suggests many people are keeping…

Your Tax Year End Checklist – 5 Key Areas to Review

15th February 2021

I think it would be safe to say 2020/2021 has been a challenging tax year. Proceeded of course by a March that few of us will forget, pushing last tax…

Be part of a force for good on Teesside

12th February 2021

Active Chartered Financial Planners is proud to be part of a powerful force for good on Teesside – and we would love you to join us. As Patrons of charitable…

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

Why using an independent financial adviser is more important than ever when searching for a mortgage

15th December 2020

You may have noticed in recent media reports that the housing market is booming; houses are selling quickly and interest rates are low.  However, it is a difficult time for…

December market update……Covid-19 vaccine, Brexit & the US election

14th December 2020

With Director & Independent Financial Adviser, Karl Nendick As we near the end of what has been a very difficult year for many of us both emotionally and financially, as…

Professionals use lockdown as reason to reorganise future finances

12th November 2020

Professionals who previously left planning for the future on the ‘to do’ list have been using lockdown as a reason to change their attitudes. Many people took the opportunity to…

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.

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…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

The Active Ingredients: Liza Pontone

25th July 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…