Laura Richmond

NVQ 1-3 Business Administration

Client Support Officer

Laura Richmond

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
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.

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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…