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

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 👇

13/07/2026

We had another AMAZING golf day on Friday at Teesside Golf Club ⛳

The sun blazed ☀️
The course was perfect 🏌
The famous refreshment buggies were👌🍻
The club, staff and our team were exceptional 😍
Our guests - clients and friends of the firm were on great form 😆

And we raised over £700 for Daisy Chain 🌼

AbacusBean Ward Hadaway Jacksons. Handelsbanken Anderson Barrowcliff

Our Craig Honeyman with Jonathan Gresham and Tom Gale from Gresham and Gale recently visited the Great North Air Ambulan...
08/07/2026

Our Craig Honeyman with Jonathan Gresham and Tom Gale from Gresham and Gale recently visited the Great North Air Ambulance Service base in Urlay Nook to hand over a cheque for £1000 to Paramedic, Steve and fundraiser, Emma Maude🚁

Jonathan Gresham chose the charity for a very special reason 🥰

🔗 Find out more via the link in our comments 👇

Finley from Prior Pursglove College joined us for work experience last week17 year old Finley, from Guisborough is study...
06/07/2026

Finley from Prior Pursglove College joined us for work experience last week

17 year old Finley, from Guisborough is studying for 3 x A Levels including Further Maths. He hopes to work in Financial Planning or Banking

Pictured here with (very tidy desks!) Thomas Walton and Louise Woods of our client support team, Finley also spent time with our:

💷 Financial Planners
📈 Paraplanning team
📣 Marketing & Comms

We popped in to Beech Grove Primary School in Middlesbrough this week to deliver a mega food shop to Head Teacher John D...
01/07/2026

We popped in to Beech Grove Primary School in Middlesbrough this week to deliver a mega food shop to Head Teacher John Dixon and the team

The staff at Beech Grove are working hard to battle holiday hunger, which sadly affects a number of local families 🥹

We are always happy to support such a brilliant local school

We will close at 4pm (instead of 5pm) this Wednesday 1st July so our team can enjoy the England v DR Congo match ⚽ If yo...
29/06/2026

We will close at 4pm (instead of 5pm) this Wednesday 1st July so our team can enjoy the England v DR Congo match ⚽

If you need to speak to your adviser, please contact them directly by mobile 📱

A pleasure to welcome you
25/06/2026

A pleasure to welcome you

25/06/2026

Why are so many people returning to work after they retire?

🔗Link to the full video in comments 👇🏽

Stats from Standard Life UK

Our Andrew Gilmore is swapping the board room for the ultimate endurance challenge this September to raise money for Da...
23/06/2026

Our Andrew Gilmore is swapping the board room for the ultimate endurance challenge this September 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 in the comments

Wishing a very happy this month to:🎂 MD Karl Pemberton CDir FIoD Dip PFS who celebrates 19 years at Active🎂Karen Lofts...
18/06/2026

Wishing a very happy this month to:

🎂 MD Karl Pemberton CDir FIoD Dip PFS who celebrates 19 years at Active
🎂Karen Lofts of our client support team who celebrates 12 years

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

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

Website

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