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

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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…