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Who are we?

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

Laura Richmond

Laura social media (2 of 2)

Career Profile

Laura joined the Active team in 2009 (after leaving college) as part of the North East Chamber of Commerce’s Apprenticeship programme in Business Administration. Now a permanent member of the team, Laura plays a key role as Client Support Officer, working closely with a number of our Advisers.
Laura is currently working towards her first financial qualification, CeMAP (Certificate in Mortgage Advice & Practice).

Key Services

Laura is a hard working and highly efficient member of the team, providing invaluable assistance in her role as Client Support Officer.  Laura works closely with a number of our Independent Financial Advisers & Chartered Financial Planners, giving them support to ensure that the service their clients receive is the best it can be.
“Laura is an honest and trustworthy individual.  She takes pride in her work and I can be confident that every piece of work I give her is completed on time and to an impeccable standard.  She is 100% committed to her role at Active as she is to her family and her fitness regime.  Her personality shines through with her dry sense of humour and love of life.  As my direct PA I honestly can say I couldn’t do my job without her!” (Liza Pontone)

Qualifications

 -NVQ Level 1 in Business Admin
-NVQ Level 2 in Business Admin
-NVQ Level 3 in Business Admin

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01642 765957

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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