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…
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,…
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.…
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…
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…
