The Team

Leadership Team

Karl Pemberton
Managing Director
Karl Pemberton
CDir, FIoD, Dip PFS
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Paul Gibson
Director
& Chartered Financial Planner
Paul Gibson
FPFS, Cert II (MP & ER)
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Karl Nendick
Director
& Independent Financial Adviser
Karl Nendick
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Rachel McCulloch
Associate Director
& Practice Manager
Rachel McCulloch
CMgr
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Andrew Gilmore
Associate Director
& Chartered Financial Planner
Andrew Gilmore
MBA, FPFS, CMgr MCMI
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Gary Lumby
Non Executive Director
Gary Lumby
MBE, FCIOBS
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Planning Team

Emma Cherrington
Chartered Financial Planner
Emma Cherrington
FPFS, Certs CII (MP&ER)
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Mark Dobing
Chartered Financial Planner
Mark Dobing
APFS
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Joanne Fisher
Chartered Financial Planner
Joanne Fisher
APFS
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Andrew Haley
Chartered Financial Planner
Andrew Haley
APFS
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Anthony Long
Chartered Financial Planner
Anthony Long
FPFS
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Liza Pontone
Chartered Financial Planner
Liza Pontone
FPFS, Cert CII (MP & ER)
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James Robertson
Chartered Financial Planner
James Robertson
MA, FPFS
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Joe Carey
Independent Financial Adviser
Joe Carey
Dip PFS
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Claire Davison
Independent Financial Adviser
Claire Davison
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Paul Rennolds
Independent Financial Adviser
Paul Rennolds
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Consultants

Andy Mitchell
Independent Consultant
Andy Mitchell
Cert PFS
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Support Team

Ruth Conner
Communications Manager
Ruth Conner
MCIM
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Jessica Wilkinson
Paraplanner
Jessica Wilkinson
DipPFS
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Grant Young
Paraplanner
Grant Young
DipPFS
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Karen Lofts
Client Support Manager
Karen Lofts
DipPFS
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Matt Grounds
Client Support Manager/
Trainee Paraplanner
Matt Grounds
BA Hons
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Samuel Baker
Client Support Manager
Samuel Baker
BA Hons
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Laura Richmond
Client Support Officer
Laura Richmond
NVQ 1-3 Business Administration
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Louise Woods
Client Support Officer
Louise Woods
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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.

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

7th November 2023

In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…

Emma and Liza set to shine on national stage

9th October 2023

Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…

Retirement savers by region: How prepared are you?

9th October 2023

Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…