Active Chartered Financial Planners

10/06/2026

We caught up with Headlight Project 's Anne Cullum and Sophie Gould this week as our Ruth Conner MCIM and George Hardey of Waltons Business Advisers handed over a cheque for £250 🧡

The Headlight Project aims to reduce the number of deaths by su***de in the Tees Valley by offering:

🧡Counselling and therapy services for those bereaved by su***de and preventative education and training

George Hardey, along with Iain Townsend and Josh Marriott finished in third place at our Charity Karting Grand Prix Teesside Motorsports last month and donated their prize to Headlight Project 🧡

09/06/2026

What do our clients say about us? 🗨️

Client Sarah recently left this Google review for our Paul Rennolds ⭐

Are you happy with your ?

🔗 Visit our bio to meet the whole team

09/06/2026

Always proud to support The Teesside Charity's Golden Giveaway, just a small part of our involvement as Patrons 💕

Our Golden Giveaway panel met yesterday and selected 20 worthy groups from across the region, who will each receive at least £500.

Thank you to Angela Turley MCIM for hosting the event at patron AV Dawson Limited, and Justine Cook from platinum patron Cleveland Cable Company Ltd , Karl Pemberton from patron Active Chartered Financial Planners, Emma Simkins from patron Attis Insurance Brokers Ltd and Lee Elgie from patron Gallagher for carrying out the difficult task!

The Golden Giveaway finalists will be announced tomorrow - keep your eyes peeled ✨

02/06/2026

Here's a little dose of happiness to brighten up your week 💖

Alex Hugill and Gary Dawson of AV Dawson with our Karl Pemberton handing over a cheque for £500 to Mandy Shields this morning for the The Teesside Charity

The charity was chosen by Alex and his team of drivers who finished in second place at our Charity Karting Grand Prix last month at Teesside Motorsports 🏎️

27/05/2026

Wishing a very happy this month to:

🎂Chartered financial planner, Liza Pontone FPFS who celebrates 13 years!

🔗 Visit our bio link to get in touch or find out more

21/05/2026

When talking about financial advice, people often ask...

🗨️ "Is it worth the cost?”🗨️

But value is about more than just price - what do clients really want from their financial planner?

🔗 Click our bio to find out more

Thanks to Royal London for the stats

18/05/2026

We had another amazing afternoon on Thursday at Teesside Motorsports 🏎️

The rain came down, the iconic Active brollies popped up and we raised £1750 for charity🥰

Congratulations to this year's winners (and their chosen charities):

🥇Gresham and Gale ➡️ Great North Air Ambulance
🥈AV Dawson ➡️ The Teesside Charity
🥉 Business Advisers and Accountants➡️ Headlight Project

13/05/2026

We had a little visit from our Active dog, Cleo today 🐶

And we didn't think it was fair to keep her cuteness all to ourselves, so here she is 💖

11/05/2026

This Saturday our Laura Richmond is taking part in a tandem sky dive to raise funds for our great friends at The Teesside Charity 🪂

📌 Durham Parachute Centre, Shotton Colliery
📅 Saturday 16th May from 8.00am

🔗 Link in comments to find out more or to sponsor Laura

07/05/2026

What do our clients say about us? 🗨️

A client recently said this about our Joe Carey 👇

Does your financial planner provide excellent and clear advice?

🔗Find out more via our bio link