Andrew Gilmore

FPFS, Certs CII (MP & ER)

Chartered Financial Planner

Andrew Gilmore

Career Profile

As a Chartered Financial Planner, Andrew is particularly known for dealing with investments & pensions, and specialises in providing estate planning and long term care advice.

Andrew Gilmore joined Active in 2007 as an Administrator, through the North East Chamber of Commerce (NECC) Apprenticeship Scheme. After just 6 months, Andrew completed his apprenticeship and moved on to more technical work, then in 2009 he was promoted to Senior Administrator.  The following year Andrew gained his first financial qualification, Certificate in Mortgage Advice (CeMap).

In 2012 Andrew was promoted to Paraplanner where he researched products and options for Active’s team of advisers.  During this time, he continued with his studies, gaining the Diploma in Financial Planning.  In 2013, Andrew began work as a Financial Adviser.

Andrew was promoted again in 2015, this time to Paraplanning Manager overseeing a team of 3 and supporting the team of IFAs to find the best products for their clients.  Also in 2015, Andrew featured in the NECC’s book of Apprentice Greats, marking their 200th anniversary.

Continuing his study while working full time, in April 2016, Andrew gained Chartered Fellowship status, the highest level of qualification awarded by the Chartered Insurance Institute (CII).  While studying for this qualification, Andrew gained a great deal of technical knowledge.

In May 2017, Andrew’s contribution helped Active to achieve Investors in People (IIP) Gold status for the second time running.

Andrew is now working towards a Masters Degree in Business Administration at Teesside University, which focuses on management and strategic leadership.

Active’s Director Paul Gibson said: “It is vital that we continue to develop our knowledge and keep up to date with regulatory and legislation changes so we can offer the best advice to our clients. Andrew fully embraces this, and has been instrumental in Active’s growth & success”

He is also extremely passionate about financial education and volunteers as an Education Officer with the Personal Finance Society (PFS) helping students to understand the importance of financial planning and the opportunities for a career in the industry.  Andrew has also represented Active at a number of careers conventions at local schools and for the last 2 years has been involved with finance week organised by local charity the High Tide Foundation.  The charity brings together industry and education across Teesside to increase awareness of career opportunities for young people in the Tees Valley.

Andrew was recently recognised as one of the top 35 New Generation Advisers (in the UK) 2018 by CityWire & New Model Adviser.

Key Services

As a Chartered Fellow, Andrew is extremely knowledgeable and advises clients on a variety of areas (of financial advice).  He does, however have exceptional expertise in investments & pensions, and specialises in providing estate planning and long term care advice.

Andrew is an affiliate member of STEP, the worldwide professional association for those advising families across generations. Andrew’s commitment to STEP continues to improve his knowledge as a Financial Planner.

Most of Andrew’s clients are in Teesside (where he is based), but he also travels to Scotland and Yorkshire to meet with clients.

Qualifications

– Advanced Pension Transfers – (AF7)

– Advanced Financial Planning– (AF5)

– Advanced Investment Planning – (AF4)

– Advanced Pension Planning – (AF3)

– Advanced Tax & Trusts – (AF1)

– Pension Update (R08)

– Wraps & Platforms (J11)

– Discretionary Fund Management (J10)

– Trust Planning (J02)

– Financial Planning Processes (R06)

– Protection (R05)

– Pensions (R04)

– Taxation (R03)

– Investment Planning (R02)

– Regulation & Ethics (R01)

– Certificate in Equity Release (ER1)

– Certificate in Long Term Care Advice (CF8)

-CeMap – (Certificate in Mortgage Advice & Practice)

 

 

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…