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.

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

The Active Ingredients: Liza Pontone

25th July 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…