Trainee Paraplanner / Client Support Manager @ActiveFinancial Chartered Financial Planners in Teesside.

Joined May 2021
Matt Grounds retweeted
Increasing job opportunities, not universal credit is the "right way" to help people, says Chancellor Rishi Sunak, adding that those on the "lowest incomes have received the most support from this government" over the last eighteen months. trib.al/4jbocrp
770
70
610
284
3.5k training miles in the bag for our @PaulGActive but he needs your help to reach his fundraising target! 👉🏻bit.ly/2V5bY1n Buy a sponsored jersey & 💯 of the proceeds go to @teessidecharity 👇🏽👇🏽 #TheClearAdvantage
This Post is from an account that no longer exists. Learn more
1
4
5
It's #TestimonialTuesday & this is what a client said about #TeamActive "They are transparent & honest; they're helping you 'do the right thing' & building a long term relationship" #TheClearAdvantage #CrystalClear #FinancialPlanning @KarlPActive @PaulGActive @RachelMActive
3
7
An excellent days learning with @RedmillAdvance. Myself and @MattGActive took part in a Blended Workshop with Rhoda via Zoom and it was a great day with lots of info, facts and exam support for our RO1 Apprenticeship. #learning #support #apprenticeships #movingforward #finance
It’s #MeetTheTeamMonday & here’s our James Robertson, Chartered Financial Planner & #Fellow of the @CIIGroup With over 30 years experience in the industry, James has spent the last 11 at Active James specialises in personal pension planning & investments #TheClearAdvantage
2
5
This year our @PaulGActive takes on the gruelling @DeloitteRAB Ride Across Britain In 9 days he’ll cycle 980 miles Landsend to John O’Groats in aid of @teessidecharity & he needs your support 👉🏻ow.ly/sLrq50EZM13 👉🏻bit.ly/3wO8e1W #TheClearAdvantage
Welcome to the latest #ActiveSpiritLive Our @KarlPActive is joined by Louise Tate @HandelsbankenUK & @RichardWLewis @ClevelandPolice to discuss the rise in #FinancialFraud & what we can do to avoid it youtu.be/jhtamXGQFoA #TheClearAdvantage #InvestmentFraud #CourierFraud
We're so happy to welcome @LouiseActive @mattgactive & @JoanneFActive to the team bringing a wealth of experience in financial planning, customer service & client support management bit.ly/3uZPXhW #TheClearAdvantage #ClientSupport #FinancialPlanning
What do the plans to raise the normal minimum pension age mean for you? Our @MarkDActive explains all here bit.ly/3bfkjVP #TheClearAdvantage #Pensions #PensionAge
2
5
What do the plans to raise the normal minimum pension age mean for you?
 Our @MarkDActive explains all here 👇🏽
 bit.ly/3bfkjVP #TheClearAdvantage #Pensions @KarlPActive @PaulGActive @RachelMActive @EmmaCActive @JoeCActive @AndrewGActive @AndrewHActive
5
8
It's #TestimonialTuesday & this is what a client said about our @PaulGActive & the team "The reason we're with them is the personal touch. I know I can pick the phone up whenever I need to. There's trust" Would you say this about your #FinancialPlanner ? #TheClearAdvantage
3
8