Aimee Robson

BA Hons

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 Paraplanning Team in August 2017 and is continuing with her studies to become a Chartered Financial Planner.

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

– 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.

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.

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

Why using an independent financial adviser is more important than ever when searching for a mortgage

15th December 2020

You may have noticed in recent media reports that the housing market is booming; houses are selling quickly and interest rates are low.  However, it is a difficult time for…