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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 Lofts

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

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Aimee Robson

BA Hons

Paraplanner

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Darren Cooney

Training & Competence Manager

Latest News

  • Please Credit Picture:Keith Taylor

    Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Chartered Financial Planners, is growing its team by appointing an experienced Paraplanner to join it’s Stockton-on-Tees based office. Aimee Robson began her career in financial services in 2011 with Mercury Wealth Management as part of the administration team.  Quickly proving her

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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