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.

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

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