Independent Financial Adviser at @activefinancial

North East, England
Joined February 2016
Despite the clear benefits, a surprising number of UK adults do not have adequate protection in place ☹️ Our @JoeCActive explains why protection planning is so important 👇 📽️bit.ly/4eR9VSn 📖bit.ly/3U4ee4L #TheClearAdvantage #FinancialPlanning
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Another excellent Charity Grand Prix this afternoon @TeesKarting 🏎️ And the winners (and their chosen charities) are: 🥇GV Decorators➡️£1000 for @ZoesPlaceMidbro 🥈Waltons Grand 3➡️ £500 for @teessidecharity 🥉2 fast, 1 furious➡️£250 for @teessidecharity #TheClearAdvantage
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📢Could you be our next Karen? 📢 Administrator wanted to join our award winning team! ☎ Contact @RachelMActive for more information #TheClearAdvantage #ClientSupport
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💥It's #TestimonialTuesday and here's what a client said about our @JoeCActive 👇👇 Does your #FinancialPlanner provide "excellent and clear advice?" #TheClearAdvantage #FinancialPlanning
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💥It's #TestimonialTuesday and here's what a client said about our @JoeCActive 👇👇 Would you say the same about your #FinancialPlanner? #TheClearAdvantage #FinancialPlanning @PaulGActive @KarlPActive @RachelMActive @AndrewGActive @AndrewHActive @EmmaCActive @LouiseWActive
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💥It's #TestimonialTuesday and this is what client Mark said about our @JoeCActive 👇👇 📽️youtu.be/Vtmh7PnjaEc Would you say the same about your #FinancialPlanner? #TheClearAdvantage #Investments @PaulGActive @KarlPActive @RachelMActive @AndrewGActive @AndrewHActive
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A pleasure to represent @ActiveFinancial with @JoeCActive & @AnthonyLActive & Mitch as major sponsors of Rotary Teesside West Charity Golf Day @EaglescliffeGC
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💥 It's #TestimonialTuesday, and this is what client Paul said about our @JoeCActive 👇 👇 "The professional relationship has excelled, and my expectations have been exceeded." 📽️youtu.be/sMPFkhsdj9A Can you say the same about your #FinancialPlanner? #TheClearAdvantage
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We enjoyed a great day of golf @TeessideGC for our annual charity golf day raising monies for @teenage_cancerNew. Congratulations to winners @Cornerstonebs. Thank you @ActiveFinancial @AzetsUK @wicks_michael @JoeCActive @HandelsbankenUK @NaylorsGB for your support.
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Wishing a very happy #ActiveAnniversary to 👇🏽👇🏽 🎂 @JoeCActive who celebrates 8 years with us Joe advises on all aspects of financial planning and works hard to build the long term client relationships that Active is known for #TheClearAdvantage #FinancialPlanning
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The end of the tax year is fast approaching. Make sure you use your tax free allowances as if you don’t use them you lose them! Other tax allowances are reducing from the 2023/24 tax year so seek advice if you have ‘unwrapped investments’ – at Thornton, England
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Tax year end - make the most of your allowances! Our @JoeCActive has all the information here 👇🏽👇🏽👇🏽 👉🏻bit.ly/3HVph9t #TheClearAdvantage #FinancialPlanning @PaulGActive @EmmaCActive @AndrewHActive @AndrewGActive @LizaPActive @MarkDActive @JoanneFActive
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🏌️‍♀️We had our 2nd Charity Golf Day at Middlesbrough Golf Club on Friday, raising thousands of pounds for the Cardio Unit at #JamesCookHospital - huge thank you to all the companies & individuals who supported us & took part in the day, we couldn’t have done it without them.⛳️🏌️‍♂️👏🏼
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Another great Sponsors Cup. @JoeCActive and I came 3rd with 44 points. Well done to @midas_cladding who won with 44 points but a better back 9. 👏👏👏
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Unfortunately we are having problems with our telephone lines this morning - please bear with us if you are trying to contact us by phone and contact your adviser by email or mobile if you need to speak to someone 📞🤙🏾 #TheClearAdvantage
Men are almost twice as likely to be at risk of pension transfer fraud as women Here our @AndrewGActive explains more 👇🏽 👉🏻bit.ly/3C0NqYM #TheClearAdvantage #Pensions #PensionsFraud
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Rising inflation will cut the spending power of millions of pensioners by more than £3bn in cash savings in the next 12 months
 Our @JoeCActive explains all here👇🏽
 👉🏻bit.ly/3srrRwt #TheClearAdvantage #FinancialPlanning #CashISA
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An absolute pleasure for @JoeCActive and I to represent @ActiveFinancial today at the @hightidetees corporate lunch Lovely to see @easbynow @pdportskirsten Lauren & Michael 👋 #TheClearAdvantage
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📣W E B I N A R📣 There’s still time to book your place! 🗓Thursday 14th October ⏰1030am (until approx 1130am) Industry expert Fraser Wilkinson @QuilterCheviot will give his views on investment markets & what they might do next 👉🏻bit.ly/2WCJD3M #TheClearAdvantage
It’s #PensionAwarenessWeek & here’s our @JoeCActive #IFA explaining how you may be missing out on £140k from your pension & what to do about it 👉🏻bit.ly/3se1qbk #TheClearAdvantage #Pensions @RachelMActive @PaulGActive @KarlPActive @JoeCActive
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