Experience

Active Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Dec 2005 - Present

  WHO ARE WE?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.



Yorkshire Bank

• United Kingdom
• Banking
• 300 - 400 Employee

• IFA

  • Dec 2003 - Dec 2005



Co-operative Financial Services

• IFA

  • Nov 1998 - Nov 2003



Albany Life

• United States
• Financial Services

• Financial Consultant

  • 1993 - 1998