Claire Davison

Independent Financial Adviser

Claire Davison

Career Profile

Claire joined Active in September 2013 after spending thirteen years as a Financial Adviser across all products at Yorkshire Bank/AXA. Her links to Active go back a long way – her first training at the bank was delivered by our own Paul Gibson.
Claire is currently studying to become a Chartered Financial Planner.

Key Services

Claire covers all aspects of financial advice including mortgages. She is very approachable and reliable and always works hard to meet her client’s financial needs, taking the time to ensure that they fully understand her recommendations before proceeding. Claire has clients across Teesside and into Hartlepool, where she is based.

Qualifications

– Diploma in Financial Advising (Dip FA, 2011)
– Certificate in Mortgage Advice (CeMAP, 2011)
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.

Another award win for Active

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…

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)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…