Cookies Policy: We use cookies on our website to make sure we can give you the best experience while browsing. If you are happy with this, please continue to use this site as normal or learn more. Discard this message

Who are we?

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

Paul Rennolds – Dip IP PFA

SJM low res (1 of 2)

Career Profile

Paul has worked in the financial services industry for almost 20 years, beginning his career in 1996 with a local firm of Independent Financial Advisers. Paul qualified as an Independent Financial Adviser in 1999.

In 2004 Paul moved to Lloyds TSB where he worked for 3 years at various branches within the North East giving personal financial advice.

Paul spent the last 6 years working with a Chartered Accountancy Practice in the Richmond Area providing advice mainly to owner managed companies.

Key Services

Paul deals with advising individual clients and owner managed businesses on various areas including pensions and investments.  More recently, this includes guidance and advice on the new Auto Enrolment legislation.

Paul deals with a significant number of clients in the years leading up to retirement to correctly structure their investments and pension up to and in to retirement.

“A lot of the advice given to clients is driven by tax, assisting them in mitigating income, capital gains and inheritence tax”

Qualifications

-Diploma in Investment Planning (Dip IP)

-Financial Planning Certificates (1, 2 & 3)

Contact Information


< Back to Adviser Team

CALL US TODAY

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Get In Touch

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

Read More

Last Tweets

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

Read More

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