Home Finance & Investments Teesside-based chartered financial planners record strong end of year results

Teesside-based chartered financial planners record strong end of year results

Teesside-based specialist Independent Financial Advisers, Active Chartered Financial Planners, has delivered strong results for the financial year ending March 2018.

Highlights of the year-end report include:

  • An increase in the total turnover of over 7% to £1.65m
  • Attracted a further £40m of new Assets Under Management
  • Client acquisition increased by 11%
  • Investors in People Gold status achieved for the second time
  • Winners of the Federation of Small Businesses (FSB) North East Employer of the Year Award for 2018.

Active, which has been helping both individuals and business owners to achieve their financial objectives since 1986, has held the prestigious “Chartered” status since 2013. This status is central to the business and demonstrates Active’s commitment to remain at the forefront of the industry.

Karl Pemberton, Active’s Managing Director said: “Active is once again celebrating a successful year, thanks in no small part to the hard work and dedication of our team. The 7% increase in turnover has allowed us to invest in our staff and provide more opportunities for training and development to increase skill and productivity.”

“It is essential that small firms like ourselves lead the way with world-class customer service and excellent treatment of our staff. We want to be both a respected business that both new and established professionals trust with their finances, and the employer of choice for the best in the business within the region.

“This year on year continued growth forms part of a long-term strategic growth plan for the firm, which has now also enabled us to purchase our prestigious Head Office premises, Active House, in Stockton-on-Tees. This development will see further development in Active’s people and facilities, including improved client and staff areas, client conference facilities, staff gymnasium and change facilities.

“This is a key development for Active and one that allows us to secure our future for the next generation. We’re extremely proud of what we have already, so to improve on this can only benefit our offering to clients and staff even further.

“Thanks to all our stakeholders for their continued support during this period. We are now looking to build on our successes again over the next year.”