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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

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Client Support Officer

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Aimee Robson

BA Hons

Paraplanner

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Darren Cooney

Training & Competence Manager

Latest News

  • mike airey

    Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has taken to social media to challenge other business leaders in the region to do the same to raise further funds for the charity that supported

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Last Tweets

  • Active Chartered IFART : thank you for your time today , it’s nice to be advised in a language that is understood#no jargon,

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