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

01/09/2026

The Rise of “Unretirement"

Our Emma Cherrington explains why more people are returning to work, after retirement 💼

🔗Click our bio link to watch the full video

Thanks to Standard Life UK for the stats

Wishing a very happy   this month to two of our people:🎂 Paraplanner, Grant Young who celebrates 4 years at Active🎂Thoma...
26/08/2026

Wishing a very happy this month to two of our people:

🎂 Paraplanner, Grant Young who celebrates 4 years at Active
🎂Thomas Walton of our client support team who celebrates his 2 year anniversary

🔗Meet the whole team via the link in our comments

25/08/2026

🥂 WOW!🥂

We can't believe it's been a whole year since we ate this amazing cake to celebrate our 2️⃣5️⃣th anniversary! 🎂

So, this month we are celebrating our 2️⃣6️⃣th birthday!

Do you think we could have another cake?🍰

18/08/2026

Have you ever thought about what would happen if illness or injury left you unable to work?

❓How would you manage your everyday expenses?
❓What luxuries might you have to give up?

🔗Visit our bio link to watch the full video

Next month, our Andrew Gilmore is swapping the board room for the ultimate endurance challenge to raise money for Daisy ...
12/08/2026

Next month, our Andrew Gilmore is swapping the board room for the ultimate endurance challenge 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 and sponsor Andrew 👉 https://bit.ly/4fBIDTd

What do our clients say about us?🗣A client recently said this about our Andrew Gilmore 🥰Are you happy with your financia...
04/08/2026

What do our clients say about us?🗣

A client recently said this about our Andrew Gilmore 🥰

Are you happy with your financial planner?

🔗Visit our bio to meet the whole team

Ten years after Brexit, would clients still vote the same way?Read the results of our latest client survey here 👇 🔗 http...
30/07/2026

Ten years after Brexit, would clients still vote the same way?

Read the results of our latest client survey here 👇

🔗 https://bit.ly/4pNfLuU

Wishing a very happy   this month to 3 of our people:🎂 Chartered financial planner, Emma Cherrington FPFS celebrates her...
28/07/2026

Wishing a very happy this month to 3 of our people:

🎂 Chartered financial planner, Emma Cherrington FPFS celebrates her 10 year anniversary!
🎂Leanne Rogers of our client support team, who celebrates 2 years with us
And
🎂Chartered financial planner, Craig Honeyman who celebrates his first anniversary

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

23/07/2026

To celebrate our BIG birthday last year, we asked the team…

How would you describe Active Chartered Financial Planners in 4 words? 💬

What did they say?

From Ford Fiesta Dreams to Financial Freedom🚗 Clients Neil and Sue share their retirement story in the comments 👇
16/07/2026

From Ford Fiesta Dreams to Financial Freedom🚗

Clients Neil and Sue share their retirement story in the comments 👇

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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