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Who are we?


A respected firm with a great reputation for helping businesses and individuals to protect and grow their finances in ways that suit them, not us.

Through a rare mix of expertise, impartiality and superb relationship building, we're already giving hundreds of satisfied clients the peace of mind that comes from knowing we've made their financial interests ours too.

Our work begins with getting to know you.


01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Get In Touch

Latest News

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    Our excited client support team was lucky enough to visit Rockliffe Hall this week for a tour and masterclass in customer service from the North’s only Five Star resort.  Not only was this an excellent opportunity to get some hints and tips from an organisation operating at the cutting edge of customer service, but it was

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Last Tweets

  • Active Chartered IFAOur ladies have dug out their walking boots for Roseberry Topping today. All in prep for Scafell Pike next year. ,


  • I have known Andy for several years and as a result have formed a close relationship. I have confidence in him and his broad knowledge of the financial requirements for persons of retirement age. Andy always adopts a very personable approach which gives me every opportunity to explore means of improving financial matters.

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Financial planners chartered

Active Financial Services Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority