Aimee Robson

BA Hons

Paraplanner

Aimee Robson

Career Profile

Aimee’s career in financial services started in 2011 when she joined Mercury Wealth Management in Stockton-on-Tees as an Administrator. Seeing the opportunity of a ‘career’, Aimee began her professional studies in 2012, before quickly progressing into a Paraplanning role.

In 2014, Aimee left the UK to relocate to Hong Kong, taking up an exciting challenge working for Private Capital Limited, a specialist financial services firm for British expats. Family commitments dictated Aimee’s return to the UK in 2016, re-joining Mercury Wealth Management.

Aimee joined Active’s growing Paraplanning Team in August 2017 and is continuing with her studies to become a Chartered Financial Planner.

Key Services

In her role at Active, Aimee provides invaluable support to the Adviser Team, researching the range of products and services currently available to our clients and writing detailed reports in preparation for the advice given.  She has extensive experience with Holistic Cashflow Modelling and Defined Benefit Pension transfers.

Qualifications

– Financial Planning Practice (R06, 2016)

– Financial Protection (R05, 2013)

– Financial Services Regulation and Ethics (R01, 2012)

– BA Hons in Management Studies from Nottingham University (2010)

Get in Touch

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

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

Active Spirit

“Having been a client of Active 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 have no problem recommending him to other people.

Operations Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Operations manager Rachel McCulloch has been awarded a Level…

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…