Award Winning Independent Financial Adviser @ActiveFinancial - Views all my own 😁 #TheClearAdvantage

Darlington
Joined February 2013
Celebrating 8 years at @ActiveFinancialπŸ™ŒπŸ» I am proud of my achievements during this time, and the amazing client feedback. I work hard to ensure everyone gets #clear advice and guidance. I am grateful to the professionals who recommend me and the amazing team that supports me.
Wishing a very happy #ActiveAnniversary toπŸ‘‡ πŸŽ‚Chartered financial planner @EmmaCActive who this month celebrates 8⃣ years at Active Contact EmmaπŸ‘‰bit.ly/4cXLOjU #TheClearAdvantage #FinancialPlanning #StocktonOnTees
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It is important year round to make the best use of your tax efficient allowances - however as we approach the end of the tax year and Easter being early this year now is the time to give this area some urgent attention to not miss out on allowances. @ActiveFinancial
As we head towards another tax year end, there is still time to make the most of your allowances. Our @EmmaCActive has all the info you need here πŸ‘‡πŸ‘‡ πŸ“–bit.ly/3SUzolL #TheClearAdvantage #PensionPlanning #TaxYearEnd
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Woweeeee happy work anniversary @RachelMActive πŸ™ŒπŸ»
Wishing a very happy #ActiveAnniversary to πŸ‘‡πŸ‘‡ πŸŽ‚@RachelMActive who celebrates 1⃣5⃣ years at Active #TheClearAdvantage #FinancialPlanning
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Wishing everyone a fantastic 2024, let’s see what this year brings! πŸ™ŒπŸ» Look forward to seeing existing and new clients this year as we work together for financial futures @ActiveFinancial
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Tonight’s the night πŸ™ŒπŸ» @ActiveFinancial @LizaPActive
Tonight's the night! πŸŽ‰πŸ₯‚ We are looking forward to seeing our finalists at the 2023 Women in Financial Advice Awards tonight - good luck everyone! Watch this space for live winners' announcements throughout the night. View the shortlist here: bit.ly/40h6eiR #WiFA23
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Very proud to be a finalist in the Women in Finance national awards πŸ™ŒπŸ» @ActiveFinancial
Replying to @EmmaCActive
@EmmaCActive and @LizaPActive set to shine on national stage πŸ† πŸ‘‰bit.ly/3S2mzG6 #TheClearAdvantage #FinancialPlanning
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I have such kind clients πŸ™ŒπŸ»
πŸ’₯It's #TestimonialTuesday and this is what a client said about our @EmmaCActive πŸ‘‡πŸ‘‡ Does your #FinancialPlanner go 'over and above' for you? #TheClearAdvantage #FinancialPlanning @KarlPActive @PaulGActive @RachelMActive @AndrewHActive @AndrewGActive @LouiseWActive
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Super proud of our MD @KarlPActive πŸ™ŒπŸ»
#InspiraTees 6️⃣ - creator of one of the region’s leading financial planners. From @ActiveFinancial, @KarlPActive!
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πŸ™ŒπŸ»πŸ™ŒπŸ»
Trust? As a chartered firm, it comes as standard πŸ‘‰ bit.ly/44eCnZb But don't just take our word for it πŸ‘‡ πŸ‘‰ bit.ly/3CBkEiR #TheClearAdvantage #FinancialPlanning #ClientTestimonials @KarlPActive @PaulGActive @AndrewHActive @AndrewGActive @EmmaCActive
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Wishing a very happy #ActiveAnniversary to πŸ‘‡πŸ‘‡ πŸŽ‚@AnthonyLActive who celebrates 3️⃣years at Active #TheClearAdvantage #FinancialPlanning @AndrewHActive @AndrewGActive @RachelMActive @PaulGActive @EmmaCActive @JoeCActive @LizaPActive @KarlPActive
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Don’t know where the time has gone! πŸ™ŒπŸ»
Wishing a very happy #ActiveAnniversary to πŸ‘‡πŸ‘‡ πŸŽ‚@EmmaCActive who celebrates 7️⃣years with Active #TheClearAdvantage #FinancialPlanning
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Congratulations @LizaPActive πŸ™ŒπŸ»πŸŽ‰
Wishing a very happy #ActiveAnniversary to πŸ‘‡πŸ‘‡ πŸŽ‚ @LizaPActive Chartered Financial Planner and #Fellow of the @pfsconf who celebrates πŸ”Ÿyears with us! #TheClearAdvantage #FinancialPlanning @PaulGActive @KarlPActive @RachelMActive @EmmaCActive @AndrewGActive @AndrewHActive
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Fantastic evening and an amazing achievement πŸ™ŒπŸ» @ActiveFinancial
Just us, a small firm in Thornaby named as one of the UK's πŸ†'Best Financial Advisers to Work For' πŸ† πŸ‘‰bit.ly/451tYtc Huge thanks to our amazing team πŸ™Œ #TheClearAdvantage @PaulGActive @KarlPActive @AndrewGActive @MarkDActive @EmmaCActive @JessicaWActive
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So very important don’t leave any area of your financial plan to chance!
It's a good idea to keep your pension nominations up to date
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It’s important you understand your own financial plan! Sounds obvious but not always the case
πŸ’₯It’s #TestimonialTuesday, and this is what a client said about the Active team πŸ‘‡πŸ½πŸ‘‡πŸ½ What would you say about your #FinancialPlanner? #TheClearAdvantage #FinancialPlanning @PaulGActive @RachelMActive @KarlPActive @MarkDActive @AndrewGActive @AndrewHActive
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Wishing a very happy #ActiveAnniversary to both πŸ‘‡πŸ½πŸ‘‡πŸ½ πŸŽ‚ James Robertson, Chartered Financial Planner AND πŸŽ‚ @LauraRActive Client Support Officer Who both celebrate their Active birthdays today #TheClearAdvantage #FinancialPlanning
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What amazing colleagues πŸ™ŒπŸ» @ActiveFinancial
Celebrating some of our amazing Active ladies on #IWD2023 We have an excellent mix of male and female staff here at Active, including @JoanneFActive @EmmaCActive @LizaPActive @LouiseWActive @LauraRActive @KarenLActive @JessicaWActive @RachelMActive #TheClearAdvantage #IWD2023
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Great to be on this panel, sharing our thoughts & experiences, with the common goal of empowering and supporting all to achieve πŸ™ŒπŸ» @ActiveFinancial
5 leading businesswomen from #TeesValley joined BBC Tees at @ActiveFinancial to discuss #internationalwomensday. If you missed it this morning, listen again here: youtube.com/watch?v=MBMZx4jS… @Powerofwomen_ @HR2dayLtd @GMIConstruction @GNairambulance
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Not all pensions are the same! In a world with high inflation and financial anxiety - how will your pension be affected? Our @AnthonyLActive has the answers πŸ‘‡πŸ½ πŸ‘‰πŸ»youtu.be/fZYGqELyaqs #TheClearAdvantage #Pensions
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So happy to support @CauseHampers and @teessidecharity again this ChristmasπŸŒ²πŸŽ… A huge thanks to the Active team for donating 🎁 and to @RachelMActive @KarenLActive for organising 🎁❀️ #TheClearAdvantage
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