Louise Woods

Client Support Officer

Louise Woods

Career Profile

Louise joined the Active team as Client Support Officer in March 2021.

Prior to Active, Louise worked in retail for almost 14 years, with the last 7 years as Assistant Manager of a large clothing and home store where she was responsible for 22 staff.

Key Services

As Client Support Officer, Louise offers essential admin support for Active’s team of financial advisers and paraplanners in their day to day activities.

Louise’s vast experience in customer service and cheerful manner mean she is perfectly placed to welcome Active’s clients both in person and on the telephone.

Louise is looking forward to her next challenge; the Financial Administrator level 3 apprenticeship programme which will help to underpin the knowledge she is gaining at Active.

Qualifications

Principles of Business Level 2 – 2021

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.

Welcoming another experienced client support manager to the team

27th September 2021

So happy to welcome another experienced client support manager as part of our ongoing growth and development programme. Rebekah Thorpe joins the firm following three and a half years at…

Active: raising the bar

21st September 2021

When times are good, it’s relatively easy to be a financial planner, with very few clients ever challenging the service that they pay for.  However, when times are tough –…

Paul’s £6k finish line

20th September 2021

Nine long days away from his family; cycling over 100 miles a day, cold nights spent alone in a tent and a nasty collision with the back end of a…