The Team

Leadership Team

Karl Pemberton
Managing Director (Chartered)
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 (Chartered)
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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Asif Sadullah
Chartered Financial Planner
Asif Sadullah
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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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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Connie Bint
Client Support Officer
Connie Bint
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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.

The gender wealth gap still prominent today

28th March 2024

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…