Experience

Active Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • May 2013 - Present

  WE’RE ONE OF THE LEADING INDEPENDENT CHARTERED FINANCIAL PLANNING TEAMS IN THE NORTH; A RESPECTED FIRM WITH A GREAT REPUTATION FOR HELPING BUSINESSES AND INDIVIDUALS TO PROTECT AND GROW THEIR FINANCES IN WAYS THAT SUIT THEM, NOT US.Through a rare mix of expertise, impartiality and superb relationship building, we’re already giving hundreds of satisfied clients the peace of mind that comes from knowing we’ve made their financial interests ours too.WHAT MAKES US SO SPECIAL?IT’S A GOOD QUESTION WITH A SIMPLE ANSWER. AT ACTIVE, WE UNDERSTAND THAT FINANCIAL PLANNING CAN SEEM LIKE A COMPLICATED AREA.We also know this makes it even more important for you to have real confidence and total trust in the team you choose for financial advice and management. That’s why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can count on.



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planner Manager

  • Feb 2009 - May 2013

  Offering restricted financial advice to retail/business clients. Based at Yorkshire Bank Darlington. Continued service from Yorkshire Bank before AXA Wealth took over the advice proposition.



Yorkshire Bank

• United Kingdom
• Banking
• 300 - 400 Employee

• Financial Planning Manager

  • Oct 1989 - Feb 2009

  Offering retail/business clients financial advice which also included mortgage lending.