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.

Serviced Areas

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

Contact Details

  Website
  City Stockton-on-Tees
  Postcode TS17 9LR
  Address Active House, Dukes Ct, Dukesway, Teesside Industrial Estate, Thornab
  Phone Number 01642 765957
  Tollfree 0845-555-0888

Products & Services

Investment Planning

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

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

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.

  • I would recommend this business

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.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

From Our Website

At Active Chartered Financial Planners, we help businesses and individuals to protect and grow their finances in ways that suit them, not us. From humble beginnings in 2000, this approach has positioned us amongst the most well respected and leading Independent Financial Planning firms in the North. Our team of specialist Independent Advisers provide a full suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices. Through our rare mix of expertise, impartiality and superb relationship building, we are already providing hundreds of satisfied clients the peace of mind that comes from knowing we have made their financial interests ours too.