Active Chartered Financial Planners

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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

28/10/2026

A few highlights from our 'walk 100 miles in October' challenge for Headlight Project 🧡

We have walked, jogged and run - on pavements and treadmills!🏃‍
We have paced before and after work, at lunchtime and at the weekends 🌙
We have pounded the pavements of Teesside and Benidorm! 🌦️

Always happy to support our friends at Headlight Project

26/10/2026

Be a part of the change.

Active Chartered Financial Planners joined as a patron in 2013 and have supported us ever since.

Active Chartered Financial Planners is involved with The Teesside Charity because it’s the right thing to do.

Thank you for your long standing support in helping us make a real difference to the lives of so many across our region 🧡

Whether you are looking to join the charity as a platinum patron, patron, an Infant Hercules Charity Club member or a centurion, your support plays a vital role in the charity’s success and enables us to change lives in the region.

Join our supporters here👇
https://www.teessidecharity.org.uk/our-supporters/

Ahead of this month’s Budget, we wanted to hear how our clients are feeling and what they would like to see from the Cha...
22/10/2026

Ahead of this month’s Budget, we wanted to hear how our clients are feeling and what they would like to see from the Chancellor 💼

And the results are in 👉 https://bit.ly/4za3uEI

Wishing a very happy   this month to:🎂 Chartered financial planner, Andrew Gilmore who celebrates (a pretty spectacular)...
20/10/2026

Wishing a very happy this month to:

🎂 Chartered financial planner, Andrew Gilmore who celebrates (a pretty spectacular) 19 years at Active Chartered Financial Planners

Find out more about Andrew or get in touch here 👉 https://bit.ly/4iukbVg

15/10/2026

AI is rapidly changing the way we access information, and investing is no exception - but are young people taking financial risks?

Find out more here 👉 https://bit.ly/4ifrsbf

Research from Financial Conduct Authority

AI is changing how people approach investing, but new FCA research highlights the risks of relying on AI-generated financial advice. Discover what investors need to know.

12/10/2026

Another fantastic afternoon clay pigeon shooting on Friday with friends and clients of Active Chartered Financial Planners 🔫

A huge thanks to the team at Thimbleby Shooting Ground who pulled out all the stops yet again!

And to our guests - those with shooting experience and the first timers!

What do our clients say about us? 🗣️ Client David left this Google review for our Asif Sadullah 🥰 Are you happy with you...
07/10/2026

What do our clients say about us? 🗣️

Client David left this Google review for our Asif Sadullah 🥰

Are you happy with your financial planner? Find out more about Asif and contact him via the link in comments 👇

06/10/2026
Another amazing The Teesside Charity ball on Friday at Hardwick Hall Hotel in this, our 13th year as patrons 🥰 📸 Proud t...
05/10/2026

Another amazing The Teesside Charity ball on Friday at Hardwick Hall Hotel in this, our 13th year as patrons 🥰

📸 Proud to support the event as photography sponsor
🎹 Fantastic entertainment including the superb Shane's Singo Bingo
💃 Chatted, laughed and danced with lots of friends and clients of Active Chartered Financial Planners
💷 And a truly spectacular £89,000 raised for local charities

Huge thanks to the wonderful Diane Smith, Mandy Shields, Rachel Power and Sheila Neil for organising the event of the year

Have you lost track of an old pension through changing jobs or moving house?If so, you are not alone, and tracking down ...
01/10/2026

Have you lost track of an old pension through changing jobs or moving house?

If so, you are not alone, and tracking down those lost or inactive pensions could be about to get a lot easier 😀

Joe Carey explains all here 👉 https://bit.ly/4hVpBaz

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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