Active Chartered Financial Planners

Active Chartered Financial Planners Award winning Chartered Financial Planners providing clear cut financial planning

Active Chartered Financial Planners was formed in 2000, and from humble beginnings, is now regarded as one of the region’s leading firms of Independent Chartered Financial Planners. From our Head Office in Stockton-on-Tees, we cover the entire North East and Yorkshire regions; making us one of the largest Independent firms to serve the area. Our team of specialist Financial Planners provide a full

suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices. The services we offer:

Mortgage Planning
Later Life Planning
Retirement Planning
Protection Planning
Investment Planning
Business Planning

A pleasure to welcome you
25/06/2026

A pleasure to welcome you

25/06/2026

Why are so many people returning to work after they retire?

🔗Link to the full video in comments 👇🏽

Stats from Standard Life UK

Our Andrew Gilmore  is swapping the board room for the ultimate endurance challenge this September to raise money for Da...
23/06/2026

Our Andrew Gilmore is swapping the board room for the ultimate endurance challenge this September to raise money for Daisy Chain

Andrew, a Trustee of Daisy Chain will take on the IRONMAN Wales challenge, which begins on North Beach, Tenby and includes:

🏊2.4-mile swim
🚴112-mile wild bike ride
🏃26.2-mile run

🔗 Find out more in the comments

Wishing a very happy   this month to:🎂 MD Karl Pemberton CDir FIoD Dip PFS who celebrates 19 years at Active🎂Karen Lofts...
18/06/2026

Wishing a very happy this month to:

🎂 MD Karl Pemberton CDir FIoD Dip PFS who celebrates 19 years at Active
🎂Karen Lofts of our client support team who celebrates 12 years

🔗 Visit the ink in our bio to meet the whole team

16/06/2026

To celebrate our big anniversary last year, we asked our team.....

"What's your standout moment from Active?"

Do you have a standout moment from work? Let us know in the comments👇

We caught up with Headlight Project 's Anne Cullum and Sophie Gould this week as our Ruth Conner MCIM and George Hardey ...
10/06/2026

We caught up with Headlight Project 's Anne Cullum and Sophie Gould this week as our Ruth Conner MCIM and George Hardey of Business Advisors handed over a cheque for £250 🧡

The Headlight Project aims to reduce the number of deaths by su***de in the Tees Valley by offering:

🧡Counselling and therapy services for those bereaved by su***de and preventative education and training

George Hardey, along with Iain Townsend and Josh Marriott finished in third place at our Charity Karting Grand Prix Teesside Motorsports last month and donated their prize to Headlight Project 🧡

What do our clients say about us? 🗨️ Client Sarah recently left this Google review for our Paul Rennolds ⭐ Are you happy...
09/06/2026

What do our clients say about us? 🗨️

Client Sarah recently left this Google review for our Paul Rennolds ⭐

Are you happy with your ?

🔗 Visit our bio to meet the whole team

Always proud to support The Teesside Charity's Golden Giveaway, just a small part of our involvement as Patrons 💕
09/06/2026

Always proud to support The Teesside Charity's Golden Giveaway, just a small part of our involvement as Patrons 💕

Our Golden Giveaway panel met yesterday and selected 20 worthy groups from across the region, who will each receive at least £500.

Thank you to Angela Turley MCIM for hosting the event at patron AV Dawson Limited, and Justine Cook from platinum patron Cleveland Cable Company Ltd , Karl Pemberton from patron Active Chartered Financial Planners, Emma Simkins from patron Attis Insurance Brokers Ltd and Lee Elgie from patron Gallagher for carrying out the difficult task!

The Golden Giveaway finalists will be announced tomorrow - keep your eyes peeled ✨

Here's a little dose of happiness to brighten up your week 💖Alex Hugill and Gary Dawson of AV Dawson with our Karl Pembe...
02/06/2026

Here's a little dose of happiness to brighten up your week 💖

Alex Hugill and Gary Dawson of AV Dawson with our Karl Pemberton handing over a cheque for £500 to Mandy Shields this morning for the The Teesside Charity

The charity was chosen by Alex and his team of drivers who finished in second place at our Charity Karting Grand Prix last month at Teesside Motorsports 🏎️

Wishing a very happy   this month to:🎂Chartered financial planner, Liza Pontone FPFS who celebrates 13 years!🔗 Visit our...
27/05/2026

Wishing a very happy this month to:

🎂Chartered financial planner, Liza Pontone FPFS who celebrates 13 years!

🔗 Visit our bio link to get in touch or find out more

Address

Active House, Dukes Court, Thornaby
Stockton-on-Tees
TS179LR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441642765957

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