Louise Woods

Louise Woods

Client Support

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

Louise Woods
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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.

Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.

What else makes us special
Chartered Status