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Who are we?

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

Karl Pemberton – CDir, FIoD, Dip PFS

Karl P square

Career Profile

Karl is Managing Director at Active as well as managing a busy portfolio as an Independent Financial Adviser at the firm.

Karl’s career began at Yorkshire Bank in 1995 where he quickly moved up the ladder eventually working as a Private Banking Manager for High Net Worth banking. This was followed by two years at RBS as an Investment Banking Manager before joining Active in May 2007. Karl says “The banking profession provides excellent grounding for a Company Director, as you gain a unique insight into company structure, processes and management.”

Karl is a Chartered Fellow of the Institute of Directors, a Trustee of the Middlesbrough & Teesside Philanthropic Foundation, a Trustee of the Galileo Multi Academy Trust and an alumnus of the Goldman Sachs 10,000 Small Business Programme based at Leeds University Business School.  He is very involved in the local business community and is part of a number of networking groups.  Karl has taken on a number of fund raising challenges over the years, and is currently looking for the next one to tackle.

Key Services

Although Karl advises customers across the full spectrum of IFA services, much of Karl’s time is spent developing and managing the strategy of the company.

Thanks to Karl’s extensive background in the higher net worth market, he specialises in advising clients with complex financial planning needs.  As a licensed Sports Agent he also has a number of professional athletes as clients, and has a specialist understanding of financial planning needs in this area.

“I believe that you can always better yourself, whether that be as an individual, or as a business.  At Active, we will always endeavour to be the best at what we do and we can only achieve that by developing personally.  I chose to focus upon becoming a better Company Director, thus developing a better place to work or do business – ultimately running a better business. I wouldn’t say that I need to be the world’s greatest Financial Adviser, because I believe we already have many in the team.”

Qualifications

Chartered Director (CDir, 2017)

– Diploma in Personal Finance Services (Dip PFS, 2010)

– Mortgage & Equity Release (Dip (MP & ER), 2009


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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