Andrew Haley IFA

06/03/2024

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23/02/2024

Is your State Pension age on the way up?...

Do you know your State Pension Age? Are you expecting to work until you reach that age? What can you do about changes to the State Pension Age?The UK State P...

18/11/2022

Great 3 days with Enterprise Made Simple developing our business growth plans with the Active team

22/03/2020

I'm sure many of us are worrying about all sorts at the minute, but if money is part of that, please don't stress it alone. From straightforward money questions through to the more complex stuff, just drop me a message. There are no stupid questions, and if I don't know the answer personally, I'll know someone who will.

People will no doubt have had plans to retire in the coming months, or might already be relying on pensions/investments to support themselves. If you have any concerns around this again, I'm open to helping wherever I can. There's no cost whatsoever to having a chat.

When it comes to the regulated product advice bit, Active are still operating (and getting used to working from home like so many of us). We can still help people without needing to meet in person. I'm on mobile 07808050989, Skype (as per mobile number) and post/email allows us to get things done for existing and new clients ([email protected]). The usual independent advice on investments, pensions, mortgages and insurance remains available to anyone looking for help.

Wishing everyone the best 🙏👍

29/02/2020

28/01/2020

The tax year end approaches! Prior to the 5th of April there are plenty of opportunities to make the most of the allowances available to you. You definitely don't have to be 'wealthy' to benefit.

I sat down with Graham Robb of Recognition PR to discuss some of the key points to consider.

We scratched the surface with ISAs, pensions and the Married Couple's Allowance amongst other points. If you'd like to know more about your own circumstances just get in contact.

Active Financial Planners are an independent firm of Chartered Financial Planners based at Thornaby (regulated by the FCA). See more at www.activefinancialplanners.co.uk

*All comments on taxation are based on our current understanding of legislation which is subject to change. As always, investments come with certain risks so seek personalised independent advice* 😃

01/04/2019

Seeking advice on pensions or investments? Wanting to get things in order for retirement? Get in touch for a free, no obligation chat ☕️

Call on 07808050989 📞 Just ask for Andrew
or drop a message