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Who are we?

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

Paul Gibson – FPFS

Please Credit Picture:Keith Taylor

Career Profile

Paul is a Director and Chartered Financial Planner and has been at Active since 2009.
Before joining Active Paul had a long career at Yorkshire bank (19 years) where he learnt his trade and worked his way up to the position of Senior Financial Planner specialising in High Net Worth Private and Corporate clients. Dedicated to his trade, and committed to supporting clients with any of their needs, Paul has worked consistently throughout his career to gain advanced qualifications in Financial Services. These higher level qualifications allow him to provide advice in more complex need areas. Paul was awarded ‘Chartered’ status in the Summer of 2012 and led the firm’s achievement of ‘Chartered’ Status in 2013.  Paul has recently achieved Fellowship status, the highest qualification awarded by the CII.

Key Services

Paul covers the whole range of financial planning, however over the years he has built up a real specialism in High Net Worth Investments and Pensions, as well as Inheritance Tax Planning and also Corporate Financial Planning. Paul also has a long track record of supporting some of the North East’s big lottery winners. He is primarily based in North East, but will often travel to meet clients all over the UK, including London and Glasgow.

Qualifications

– Senior Management and Supervision (AF6, 2016)
– Discretionary Investment Management (J10, 2016)
– Supervision in a regulated environment (JO7, 2015)
– Pension Planning (AF3, 2012)
– Financial Planning Process (AF5, 2012)
– Long Term Care Insurance (CF8, 2012)
– Pension Planning (J04, 2011)
– Pension Income Options (J05, 2011)

– Investment Principles & Risk (RO2, 2010)

– Equity Release (ER1, 2009)

– Personal Tax and Trust Planning (G10, 2003)
– Personal Financial Planning (G20, 2003)
– Business Financial Planning (G30, 2003)
– Certificate in Mortgage Advice (CeMAP, 1997)
– Certificate in Financial Advice (CeFA, 1996)

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  • 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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  • 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