James Robertson

MA, FPFS

Chartered Financial Planner

James Robertson

Career Profile

After gaining his degree in 1987, James began his career in financial services by joining Clerical Medical as a Broker Consultant. After 3 successful years, James became an Independent Financial Adviser and along with establishing his own firm, he also managed the Financial Services Department in a law firm. James joined the team at Active in 2010 following a period working with Lamb & Associates in Newcastle.
James is both a Chartered Financial Planner and Fellow of the Personal Finance Society (part of the Chartered Insurance Institute), two accolades which reflect his commitment to his own professional development.

Key Services

James covers the full range of financial services (including services for business such as auto enrolment pension schemes) but is perhaps best known for his work with personal pension planning and investments.  James’ methodical and challenging approach to products and planning means he leaves no stone unturned in his quest to provide the best possible advice to his clients.
James’ clients are predominantly distributed around the Tyne and Wear region.

Qualifications

– Chartered Financial Planner (APFS, 2014)
– Fellow of Institute (FPFS, 2014)
– Award in Long Term Care in Insurance (CF8, 2014)
– Advanced Financial Planning Certificate (AFPC, 1997)
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…