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Who are we?

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

James Robertson – FPFS

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Career Profile

After gaining his degree in 1987, James began his career in financial services by joining Clerical Medical as a Broker Consultant. After three successful years, James became an Independent Financial Adviser and along with establishing his own firm, he also managed the Financial Services Department in a law firm. James joined the team at Active in 2010 following a period working with Lamb & Associates in Newcastle.  James is both a Chartered Financial Planner and Fellow of the Personal Finance Society, two accolades which reflect his commitment to his own professional development.

Key Services

James covers the full range of financial services (including services for business such as auto enrolment pension schemes) but is perhaps best known for his work with personal pension planning and investments.  James’ methodical and challenging approach to products and planning means he leaves no stone unturned in his quest to provide the best possible advice to his clients.
James’ clients are predominantly distributed around the Tyne and Wear region.

Qualifications

– Advanced Financial Planning Certificate (AFPC, 1997)
– Chartered Financial Planner (APFS, 2014)
– Fellow of Institute (FPFS, 2014)
– Award in Long Term Care in Insurance (CF8, 2014)

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    Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status since 2013, was named North East Employer of the Year in the regional competition in January this year, beating the two other finalists shortlisted in

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  • 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