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Who are we?

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

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Rachel McCulloch

CeMAP

Operations Manager

Please Credit Picture:Keith Taylormask

Ruth Conner

MCIM, DipCAM (DigitalM), NVQ3 (Management)

Marketing Manager

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Darren Cooney

Training & Competence Manager

Please Credit Picture:Keith Taylormask

Aimee Robson

BA Hons

Paraplanner

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Cheyenne Drake

Cert CII (MP) NVQ 1&2 Business Administration

Client Support Officer

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Karen Lofts

CeMAP, Cert CII (FS)

Client Support Officer

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Laura Richmond

NVQ 1-3 Business Administration

Client Support Officer

Latest News

  • Active - finalists 2

    Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson) have both been shortlisted for the title of Financial Adviser of the Year (North of England) in the 2018 Women in Finance Advice Awards. Liza,

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Last Tweets

  • Active Chartered IFART : The calls for another “vote” on won’t go away. I’m torn, but genuinely curious as to what people think on this:,

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