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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

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Ruth Conner

MCIM, DipCAM (DigitalM), NVQ3 (Management)

Marketing Manager

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Cheyenne Drake

NVQ 1&2 Business Administration

Client Support Officer

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Karen Knaggs

CeMAP

Client Support Officer

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Laura Richmond

NVQ 1-3 Business Administration

Client Support Officer

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Chloe Willmott

Bsc Hons

Client Support Officer

Latest News

  • active wants you Paul

    IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding the Investors in People GOLD status? Due to our ongoing success, we now have an opportunity to add a Compliance Manager to our team. You

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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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Financial planners chartered

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