As our independent status would suggest, we can access the current marketplace to identify and develop a bespoke solution tailored to meet your individual needs and requirements, without being tied to a limited number of product providers. We understand and respect that each person's needs and attitudes differ, so we take great care to ensure you receive the best products available to meet your aims.

Served areas

Guisborough, Redcar, Middlesbrough, East Cleveland, Stokesley, Yarm, Teesside, North East

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Investment Planning

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Advice you can trust. At Active, we know that the world of investment can be daunting; it’s difficult to know where to put your money or whose advice you can trust.

Retirement Planning

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Our Retirement Planning service is relevant to almost everyone, as state provision becomes less certain and we look to safeguard our futures and those of our children and grandchildren.

Financial Planning

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As we get older, our lifestyle and priorities change, and that is why planning ahead and making suitable arrangements is one of the keys to a happy and secure position laterin life.

Robert Thomas

Feb 23, 2022

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I have been using Active Chartered Financial Planners now for over five years and have seen my pension grow beyond my expectations. Most people when they start to take their pension just opt for the 25% tax free amount and remainder goes into an annuity, but after speaking to Active and another ifa I found that I could get more from my pension by putting my funds into a sipp account.

After speaking to Active and the other IFA I opted for Active due to their better charging policy and due to the professionalism of the Active IFA I have been dealing with. I would highly recommend Active Chartered Financial Planners.

Robert Thomas

Feb 01, 2022

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I have been using Active Chartered Financial Planners now for over five years and have seen my pension grow beyond my expectations. Most people when they start to take their pension just opt for the 25% tax free amount and remainder goes into an annuity, but after speaking to Active and another ifa I found that I could get more from my pension by putting my funds into a sipp account.

After speaking to Active and the other IFA I opted for Active due to their better charging policy and due to the professionalism of the Active IFA I have been dealing with. I would highly recommend Active Chartered Financial Planners.