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.