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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

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Chartered Status – how it sets us apart

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In November 2013 we changed our name to Active Chartered Financial Planners.  Read more about why we did it. It has a great ring to it of course, but there is way more to our new name than the fact that it sounds good. Achieving Chartered Status was the culmination of a number of years

Budget 2015 - Active Office

Budget 2015 Highlights

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We were watching the budget today with baited breath, particularly given the predictions around Pension changes and possible investment for the North of England.  In the end it was the reduction in the Pension Allowance to £1million which had the biggest impact on our team.  We will be working through the implications for our clients

Karl C2C Training

Active and Friends do the Coast to Coast

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When you’re having a lie in on a Sunday morning, spare a thought for our team at Active Financial who will probably be out training somewhere for our latest fundraising challenge! On 15th May a team from Active will head off from the beautiful village of St Bees in Cumbria in order to tackle the

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Are your finances tax efficient?

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It’s that time of year again – we are coming up to the end of the tax year which this year means the end of the day on 5th April 2015. That means you have a last chance to take advantage of the allowances provided to you by HMRC. Here is a quick rundown of

MarkDobing_IFA_Mortgages

Ten Tips To Securing the Right Mortgage For You

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Deciding on the right mortgage for you is a tricky process, and can be an intimidating prospect.  Our Advisers share their thoughts on some ways you can make it more straight forward…. Get clear on what you can realistically afford.  What is your financial position, do you have savings in case of disaster, do you

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Top Ten “Must Do” Financial Tips for 2015

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Why not start 2015 by getting your finances in check! Our Advisers share their thoughts on some ways you can make it more straight forward…. Work out where you are financially – how much are you spending, what are you earning, what are your financial prospects.  It may be hard to face sometimes, but the

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Latest News

  • Chartered Certificate Image

    In November 2013 we changed our name to Active Chartered Financial Planners.  Read more about why we did it. It has a great ring to it of course, but there is way more to our new name than the fact that it sounds good. Achieving Chartered Status was the culmination of a number of years

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Testimonials

  • 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