Active Chartered Financial Planners

I recently completed my first year at Active Chartered Financial Planners. As is always the case when joining a new firm (which is thankfully something I've not had to do too much of in my career!), there are challenges - learning new systems, ways of working and just fitting in. Whilst the learning continues with the new systems and processes (does it ever really stop...?), fitting in at Active hasn't felt like a challenge at all, with every single person listed in the image below having made me feel welcome in so many different ways. As we celebrate our 25th anniversary, I'm really happy my name's on that list too and, in the years to come, I'm looking forward to helping our new team members of the future fit in and feel as welcome as I have.

?? It's #MeetTheTeamMonday and this week the focus is on MD, Karl Pemberton CDir FIoD Dip PFS ?? ?? Find out more about Karl ?? https://bit.ly/4fdPqzy #TheClearAdvantage #FinancialPlanning #StocktonOnTees

Excited to be participating in the CSW69th Participant Training today for the Commission on the Status of Women, organised by UN Women delivered by Atonte Semira & Tabitha Morton UN Women UK As a female Chartered Financial Planner, I’m especially passionate about advancing gender equality and women’s empowerment. This training offers a unique opportunity for me engage with like-minded people and organisations dedicated to driving change. I’m looking forward to learning, sharing, and contributing to conversations that will shape our future. Active Chartered Financial Planners #CSW69 #UNWomen #GenderEquality #WomenEmpowerment #CharteredFinancialPlanner #GlobalAction #CSW2025

It was lovely to be invited to the Networking breakfast at Darchem Engineering Ltd. Thank you Amanda Baker for the invite. Edward Gorringe gave us details on the local Butterwick Hospice and how they need people of Teesside to come together to help raise money for this worthy cause. Daniel M., UK economist for Handelsbanken also gave us some insights and forecasts for 2025. It was great to meet Liz Byrne and Tony Underwood and hear about their start up journey over the last year, as well as meet Yvonne Evans and Jacqueline Tough, dedicated Trustees for Butterwick Hospice Nice to also see James Stephenson, Ginny Lant and Nicky Jolley (Fellow FCIPD MA) , you were missed ?? Active Chartered Financial Planners

Good turnout again for the Active Chartered Financial Planners darts/pool morning ?? Some impressive shots from Sean Jackson #Givemethegreeeeeenlight ??

A few impressive scores put up in this morning's darts ?? And credit to Chris Morgan for taking the ?? win Thank you to everyone that joined us at Active Chartered Financial Planners for a packed Pool Party Have a great Friday all ??

?? Julie’s dream retirement?? "My investment with Active was supposed to be a little safety net to help fund my retirement, but more than that it has given me the opportunity to travel the world" Read the full piece here ??https://bit.ly/3X9C40A Can Active help with your retirement? ?? https://bit.ly/3Yn2sW8 #TheClearAdvantage #FinancialPlanning #StocktonOnTees

?? It's #TestimonialTuesday and this is what a client said about our Joanne Fisher APFS ?? Are you happy with your retirement plans? Get in touch with Joanne ??https://bit.ly/4geYqpn #TheClearAdvantage #FinancialPlanning #StocktonOnTees

We can’t wait to see you all at Team KLUBZ on Thursday 27th. 12 noon. Please register on the eventbrite link and we will send you the invoice to pay. ?? https://lnkd.in/edRUU5gm ￡20 is all it costs for lunch, networking and a bit of golf practice with Pro tuition too! ???♀? Active Chartered Financial Planners