Experienced Chartered Financial Planner joins the Active team

We are thrilled to welcome Chartered Financial Planner, Andrew Haley to the Active team.

Andrew has worked in financial services since 2011, as both a Paraplanner and Financial Adviser.  In his previous role, he worked as part of a team of pension specialists where he held the prestigious Pension Transfer Specialist (PTS) status.

In 2016, Andrew reached the final of the CISI’s (Chartered Institute for Securities & Investment) Financial Planning Awards, shortlisted in the category of ‘Paraplanner of the Year’ and gained Chartered status the following year.

As a specialist in pensions and retirement planning, Andrew will provide excellent support to the Paraplanning team; researching the range of products available and writing detailed reports for clients, while building his own client portfolio as a Chartered Financial Planner.

“Andrew is an excellent addition to the team” comments Paul Gibson, Director & Chartered Financial Planner “Chartered status is not easily achieved; it takes time and commitment, but means that Andrew has the best and most up to date knowledge to share with our clients”

“I am so pleased to be joining Active” comments Andrew “With the firm so focussed on continual professional development I will carry on with my studies (for more qualifications) as soon as I get settled”

With his family originally from Teesside, Andrew moved to the area in 1999, having lived in various locations in the UK and two years spent in Orange County, California.  Married with two daughters (aged 8 & 4), Andrew is a committed Middlesbrough FC fan and season ticket holder.

Find out more about Andrew here

Follow Active on Twitter, Facebook & LinkedIn

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.

Tax year end planning – your allowances

4th February 2020

As we are approach the end of the tax year (5th April 2020), our Claire Davison, Independent Financial Adviser summarises the current allowances that may be available to you to…

Yarm School students emulate Broadway stars with help from Active

30th January 2020

Active will be helping Yarm School students become Broadway stars by supporting its upcoming performance of Miss Saigon, after the success of 2018’s production of Les Misérables. We are continuing…

The sad passing of our good friend, Ian Layton

27th January 2020

It is with great sadness, that we advise you of the sudden passing of one of our former Advisers, and good friend, Ian Layton, who sadly passed away just before…