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.

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…