Active Chartered Financial Planners

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

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

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

28/09/2026

Our Karl Pemberton was in wonderful company on Thursday at Yarm School on stage at the PAA with Sharon Lane of Tees Components

The topic? ‘Generation to Generation’ with Karl and Sharon telling their own personal stories of family business

Joined by Huw Williams Jane Reynolds MBE Nicola Neilson Oliver McPartland Jacksons. Tees Valley Business Club

Pics courtesy of Lotty Reeves

28/09/2026

Walk 100 Miles in October starts next week, and we'd love you to walk some of your miles with us 🧡

We've planned four group walks through the month. It's a chance to meet other walkers, have a natter, get some fresh air and cheer each other on towards that 100 mile finish line.

📍 Thu 8th Oct, 12pm, Tees Barrage
📍 Wed 14 Oct, 9.30am, Level Q
📍 Thu 22 Oct, 12pm, Level Q
📍 Thu 29 Oct, 12pm, Tees Barrage

The walks are open to everyone signed up for the challenge.
Not registered yet? There's still time! It's £15 to enter, and every walker gets a Headlight beanie.

Sign up at headlightproject.org/events or scan the QR code on the poster.

Bring your friends, family or workmates. Every mile helps us support families bereaved by su***de in Teesside.

24/09/2026

Wishing a very happy this month to:

🎂 Andrew Haley, chartered financial planner who celebrates 7 years at Active

🔗 Find out more about Andrew via the link in our comments

22/09/2026

We're taking part in 'Walk 100 miles in October' once again for Project to support local families who have been affected by su***de

Join us - search Headlight Project🚶‍♀️

15/09/2026

What do our clients say about us?

Client Patricia said this about our Liza Pontone 🥰

Are you happy with your retirement plans?

🔗Visit our bio to find out how we can help you