Happy “Work” Anniversary!

Active has recently celebrated “work” anniversaries for 4 members of the Team.

Independent Financial Advisers Colin Burke (Dip PFS) and Mark Dobing (Dip PFS) celebrate 15 and 10 years respectively with Active.

Colin joined the firm in its infancy and has seen us develop more than anyone over this time. Mark then joined us in 2006 at a time when Active had plans to grow. Both had exceptional experience that we were keen to capture and we’re delighted that they have helped us to develop over this time.

Rachel McCulloch, our Operations Executive celebrates 7 years with Active this month. Rachel has been instrumental in developing our Support Team for both clients and advisers, an additional service that I’m sure you all value immensely.

Finally, Chartered Financial Planner, Paul Newton FPFS, ACII, Certs CII (MP & ER) celebrates 2 years with us.   Paul joined the firm with 25 years experience in banking and has used his knowlege and expertise to develop a particular specialism in (the complex world of) auto-enrolment. In 2015 Paul became a Fellow of the Personal Finance Society

We thank them all for their continued commitment to Active. Our people are what make us who we are.

 

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.

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

How much does a pension contribution really cost you?

8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Happy New Tax Year! Important changes that may affect you

4th April 2024

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…