Active Chartered Financial Planners

Active Chartered Financial Planners in Stockton has won two UK Enterprise Awards, which acknowledge some of the best small businesses across the UK.

The firm, which provides a full suite of holistic financial planning services to private individuals, corporate businesses and professional practices, was named Best Independent Chartered Financial Planners (Northern England) and given the Excellence Award in Retirement Planning (Northern England).

The UK Enterprise Awards, hosted by SME News, showcases a selection of SMEs of varying sizes, strengths, and interests, in order to demonstrate the hard work and dedication shown by a wide variety of organisations across the UK.

Active Chartered Financial Planners has previously won ‘North East Employer of the Year’ at the Federation of Small Businesses Awards (FSB) in 2018, and was named as one of the ‘Best Financial Advisers to Work For’ at the national Professional Adviser Awards in 2019 and 2023.

Karl Pemberton, Managing Director of Active Chartered Financial Planners, said: “We’re delighted to have won in two categories in the recent UK Enterprise Awards, and in categories so key to what we do.

“Our strong team continuously delivers for our clients, and our financial planners are frequently commended in positive feedback from our clients, so it’s fantastic to have been recognised by an independent body.

“Also, as one of only a few firms which hold the Personal Finance Society (PFS) Pension Transfer Gold Standard, we’re incredibly pleased to have been acknowledged for excellence in retirement planning.

“We look forward to continuing to deliver award winning service for many years to come.”

UK Enterprise Awards Coordinator, Kaven Cooper, said: “I am proud to have hosted this year’s UK Enterprise Awards, where I have had contact with a widely diverse selection of individuals and companies which, in essence, raise the bar for business within the UK.

“It has been a pleasure to be involved with the programme and I want to wish our winners all the best for the years to come – and congratulations again.”

ENDS

Contact Rosie Earl on 01325 363 436

Issued on behalf of Active Chartered Financial Planners

Active Chartered Financial Planners is a team of specialist Independent Financial Advisers that provides a full suite of holistic financial planning services to private individuals, corporate businesses and professional practices. Being independent means that Active can offer its clients the best financial products, with no bias towards certain providers.

The highly coveted “Chartered” status, which it has held since in 2013, means Active works to standards matched by only a tiny proportion of financial planning firms. Chartered status is central to the business and demonstrates Active’s commitment to remain at the forefront of the industry.

With a history dating back to 1986, today Active is based at modern Head Offices in Thornaby (Stockton on Tees) and covers the entire North East and Yorkshire regions.

The team at Active is highly qualified; including 6 Chartered Financial Planners holding Fellowship status; the highest level of qualification awarded in the industry.

Active’s Financial Planning Services include:

• Investment Planning
• Retirement Planning
• Protection Planning
• Later Life Planning
• Planning for Your Business
• Mortgage Planning

http://www.activefinancialplanners.co.uk