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Advising is so last year. In 2016, it’s all about the Planning!

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Many of you will have spent the last month preparing for the year ahead. Personally that might include planning for a summer holiday or a New Year’s Resolution such as getting fit or losing weight. Here at Active, we are no different. Almost everything we now do for a client is around ‘planning’, for now

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New Marketing Manager at Active

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We are thrilled to welcome Ruth Conner to the Active Team as Marketing Manager. Ruth will be working closely with the directors to implement Active’s marketing strategy. This includes managing the website, blog and social media profile; planning and coordinating our events programme; maximising media coverage and supporting the team with marketing literature to maximise

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Autumn Statement 2015 Highlights

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As you probably already know, on the 25th November George Osborne presented the latest Autumn Statement and Spending Review. We all tuned in at the office to hear what plans the government had in store for the next few years and were relieved that there were no nasty surprises. As usual, we will talk our

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Your Savings Myths- BUSTED!

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Saving is straightforward right?  Money goes into a bank account and there, it’s done… Here at Active we talk to clients a lot about ensuring that they are saving for their future, and you’d be surprised at how many savings myths we come across. In our latest edition of our Mythbuster series we look at


Thanks to the team at Rockliffe Hall for our Masterclass in Customer Service!

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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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Investments and planning for the future – how we understand your needs

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Read more about why we spend so much time asking you so many questions, and what we do with the answers.


Summer Budget 2015 – Key Headlines

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After a fairly low key budget earlier in the year we were expecting to see bigger changes in the Summer or Emergency Budget 2015 and we weren’t disappointed.  We’ll be working through and speaking to clients about the impact of the changes, but in the meantime here is an overview of the key elements.

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Auto Enrolment – Get the right plan for your team

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Read more about your legal obligation as an employer to provide a workplace pension, and some of the things you should consider in setting up your plan.

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Your Pension Myths – BUSTED!

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We understand here at Active that the world of personal finance can seem like a minefield – everyone seems to have an opinion, but how can you be sure who is right?  Since Pension Freedom 2015 came into effect we’ve noticed lots of new pension-related myths.  So here we are to bust them!

A team of 12 cyclists from Active Finance completed the Coast to Coast Cycle challange finishing at tye Ship in Saltburn on Sunday
17/5/15  Pic Doug Moody Photography

Coast to Coast – we did it!

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Snapped chains, shredded tyres, lost room keys…we had it all.   But in the end, despite all of the challenges along the way, a triumphant team from Active Chartered Financial Planners made it all the way from St Bees in Cumbria to Saltburn on our bikes. On 15th May our team of Active staff and

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Child Trust Funds – Now you can convert to a Junior ISA

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Do you have a child who was born between 1st September 2002 and 2nd January 2011?   If you do, then they probably have a Child Trust Fund (CTF).  All children born between those dates were issued a cheque for at least £250 as an initial deposit for a special kind of savings account.  These

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Who will inherit your pension?

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Next time you have a pension review and are expecting to focus your time on planning for a happy and well-funded retirement, don’t be surprised if your adviser moves on the conversation (delicately, of course) towards what should happen in the case of your death.  It isn’t a morbid fascination, in fact since new legislation

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Congratulations to our Sponsored Athlete

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After a great performance at the British Swimming Championships in London in April we are proud to hear that our sponsored athlete Aimee Willmott has secured her place in the British Team and will be racing at the FINA World Championships in Kazan. This isn’t the first time Aimee has represented Great Britain – she


PENSION FREEDOM 2015 – What does it mean for you?

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This year on 6th April the UK saw one of the biggest changes in pension arrangements we have ever seen. Changes in the way that you can access your pension pot as well as changes in what happens to your money if you pass away open up a range of new options. Much has been

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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

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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

Mortgage Article

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


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

  • Active Logo Image

    Many of you will have spent the last month preparing for the year ahead. Personally that might include planning for a summer holiday or a New Year’s Resolution such as getting fit or losing weight. Here at Active, we are no different. Almost everything we now do for a client is around ‘planning’, for now

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  • 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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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

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