Aimee Robson

DipPFS

Paraplanner

Aimee Robson

Career Profile

Aimee’s career in financial services began in 2011 when she joined Mercury Wealth Management in Stockton-on-Tees as an administrator. Seeing the opportunity of a ‘career’, Aimee began her professional studies in 2012, before quickly progressing into paraplanning.

In 2014, Aimee left the UK to relocate to Hong Kong, taking up an exciting challenge working for Private Capital Limited, a specialist financial services firm for British expats. Family commitments dictated Aimee’s return to the UK in 2016, re-joining Mercury Wealth Management.

Aimee joined Active’s growing team as a paraplanner in August 2017.  Since then she has passed a number of exams, gaining the diploma in 2022.

Key Services

In her role at Active, Aimee provides invaluable support to the advisers; researching the range of products and services currently available to clients and writing detailed reports in preparation for the advice given.  She has extensive experience with holistic cashflow modelling and defined benefit pension transfers.

Qualifications

– Investment principles and risk (RO2, 2022)

– Pension transfers (AF7, 2019)

– Pension Income Options (JO5, 2019)

– Personal taxation (RO3, 2019)

– Pension and retirement planning (RO4 ,2018)

– Financial Planning Practice (R06, 2016)

– Financial Protection (R05, 2013)

– Financial Services Regulation and Ethics (R01, 2012)

– BA Hons in Management Studies from Nottingham University (2010)

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.

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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.

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