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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

Andrew Gilmore – FPFS, Cert CII (MP&ER)

17

Career Profile

Andrew joined Active in 2007 as an Apprentice Business Administrator.  After just six months in this role, Andrew proved his potential and was promoted to a role preparing valuations & helping to prepare clients’ paperwork.  Now a Chartered Financial Planner, Andrew is particularly known for dealing with Investments & Pensions, and also specialises in providing long term care.  In addition to this, Andrew leads Active’s Paraplanning team, which involves researching products and options and reporting back to the Financial Advisers.

Key Services

As a Chartered Financial Planner, Andrew is particularly known for dealing with investments and pensions, and also specialises in providing long term care to clients.  In addition to this, Andrew leads Active’s Paraplanning team, which involves researching products and options and reporting back to the Financial Advisers  Andrew’s other duties include liaising with product providers, managing platforms and investment solutions and carrying out compliance duties. His client base mainly covers Teesside and Guisborough, but he also has clients in Scotland & Yorkshire.

Qualifications

– Pensions update (R08, 2016)

– Advanced Investment Planning (AF4, 2016)

– Discretionary Fund Management (J10, 2016)

– Advanced Tax & Trust Planning (AF1, 2015)

– Trust Planning (J02, 2015)

– Advanced Pension Planning (AF3, 2014)

– Advanced Financial Planning (AF5, 2013)

– Diploma in Financial Planning (Dip PFS, 2012)

– Certificate in Equity Release (ER1, 2012)

– Long Term Care (CF6, 2012)

– Wraps and Platforms (J11, 2012)

– Certificate in Mortgage Advice (CeMAP, 2010)


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Testimonials

  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority