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Who are we?

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

Rachel McCulloch – CeMAP

rachel low res

Career Profile

Rachel worked for the Yorkshire Bank for 19 years where her many roles included Private Partner and managing the portfolios of High Net Worth Private banking clients. When Rachel joined Active in 2009, her substantial experience in dealing with clients’ financial needs proved to give her a real advantage in her role.

Rachel is currently studying towards the Diploma in Leadership & Management.

Key Services

Rachel is known for bringing outstanding organisational skills, excellent service standards and a positive attitude in her day to day management of the office.  Rachel manages our team of Client Support Officers, supporting them with appraisals, personal development and building their knowledge (including training with external providers). Rachel’s approachable manner often makes her the first port of call for many membes of the team, who greatly value her care.

Qualifications

-Certificate in Mortgage Advice (CeMAP, 2000)


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Latest News

  • 22392

    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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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