Active Chartered Financial Planners

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 🏎️

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

21/05/2026

When talking about financial advice, people often ask...

🗨️ "Is it worth the cost?”🗨️

But value is about more than just price - what do clients really want from their financial planner?

🔗 Click our bio to find out more

Thanks to Royal London for the stats

18/05/2026

We had another amazing afternoon on Thursday at Teesside Motorsports 🏎️

The rain came down, the iconic Active brollies popped up and we raised £1750 for charity🥰

Congratulations to this year's winners (and their chosen charities):

🥇Gresham and Gale ➡️ Great North Air Ambulance
🥈AV Dawson ➡️ The Teesside Charity
🥉 Business Advisers and Accountants➡️ Headlight Project

13/05/2026

We had a little visit from our Active dog, Cleo today 🐶

And we didn't think it was fair to keep her cuteness all to ourselves, so here she is 💖

11/05/2026

This Saturday our Laura Richmond is taking part in a tandem sky dive to raise funds for our great friends at The Teesside Charity 🪂

📌 Durham Parachute Centre, Shotton Colliery
📅 Saturday 16th May from 8.00am

🔗 Link in comments to find out more or to sponsor Laura

07/05/2026

What do our clients say about us? 🗨️

A client recently said this about our Joe Carey 👇

Does your financial planner provide excellent and clear advice?

🔗Find out more via our bio link

05/05/2026

Are pensions still worth it? 💷

Our Liza Pontone has all the information you need here 📽️

🔗Get in touch via our bio link

01/05/2026

Work hard, play hard 🍻

We managed to get approximately 83% of the team together last weekend to say a fond farewell to our Karl Nendick 👋

Princess Alexandra Auditorium, Yarm

30/04/2026

More than half of multi-adviser firms have no women in advice roles, according to latest figures from the FCA 🥹

We're bucking the trend, though with three amazing female chartered financial planners Emma Cherrington, Joanne Fisher and Liza Pontone 😍

https://bit.ly/3QEvTRK

The number of advice firms in the UK has dropped by 15 per cent in the past five years but despite this consolidation the number of advisers has remained stable.