Alastair Thornton

FPFS, Certs CII (MP & ER)

Chartered Financial Planner

Alastair Thornton

Career Profile

Alastair joined Active in October 2012 following a successful career in banking, including 20 years at the Royal Bank of Scotland and HSBC where he worked as both an Adviser and Manager. Alastair spent the final ten of these years as an Independent Financial Adviser, working with high net worth individuals and companies and specialising in pensions, investment and inheritance tax planning.

Over the years, Alastair has worked to gain a number of advanced professional qualifications, achieving the status of Chartered Financial Planner in 2009 and Fellow of the Personal Finance Society (part of the Chartered Insurance Institute) in 2015.

Key Services

As one of Active’s Chartered Financial Planners, Alastair provides excellent service to his clients across all areas, but considers himself best known for his work in pensions, investments and inheritance tax planning.

Alastair tends to work with clients who are based in the North Yorkshire area, including (but not limited to), York and Harrogate.

Qualifications

– Fellowship of the Personal Finance Society (FPFS, 2015)

– Certificate in Equity Release (Certs CII MP & ER, 2014)

– Advanced Diploma in Financial Planning (ACII, 2009)

– Chartered Financial Planner 2009

– Certificate in Long Term Care Insurance (CF8, 2009)

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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…