Paraplanner / Client Support Manager @ActiveFinancial Chartered Financial Planners.

Stockton-on-Tees, England
Joined January 2019
We’re really proud to be a part of the 22 Teesbizwomen to raise money for @MSPmbr. Any donations would be greatly appreciated, especially in these very uncertain times. 🏃‍♀️🏃🏽‍♀️ uk.virginmoneygiving.com/fun… @ActiveFinancial @StephBuckton #halfmarathon
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It’s #IWD2022 & we’re celebrating our amazing Active ladies! We could not operate without our fantastic support team, including: @RachelMActive @AimeeRActive @RuthCActive @JessicaWActive @CheyenneDActive Karen Lofts @LouiseWActive & Laura Richmond #TheClearAdvantage
Join our @paulsdrake on 14 October where he'll be delivering a free, online session on off-the-shelf software solutions, in partnership with @The_DigitalCity as part of its #DigitalEssentials workshop series: bit.ly/3AlidOv
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📣We're thrilled to welcome Fraser Wilkinson @QuilterCheviot back for our next #webinar📣 On Thurs 14th Oct @ 1030am Industry expert Fraser will give his views on investment markets & what they might do next To book: bit.ly/2WCJD3M (places limited) #TheClearAdvantage
Join us on 28 September where @paulsdrake is delivering a free, online session on how to set your e-commerce website up for success, in partnership with @The_DigitalCity as part of its #DigitalEssentials workshop series: bit.ly/3hwdRNc
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It’s #MeetTheTeamMonday & here’s our @MarkDActive With 28 years experience in #FinancialServices he’s also Active’s longest serving team member! An experienced IFA, Mark is a bit of a guru in the complex world of mortgages bit.ly/3rPK4SC #TheClearAdvantage
The wait is finally over, I have passed my last exam and have achieved the Level 4 Diploma in Regulated Financial Planning. Thank you @PaulGActive for all of the help you have given me throughout this journey - I really wouldn't have done it without you!🥳🥳 #DIPPFS #cii #exams
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Fingers crossed for results day on 20th November 🤞🏼 Thank you again @PaulGActive for all of your help, I couldn’t have done it without you! 🎉
Its more exam success for @CheyenneDActive today passing @cii RO3 - Personal taxation. That's 5 exams passed with 1 to go until Diploma qualified. Well done Cheyenne, all those hours of study in recent weeks have paid off! @ActiveFinancial #Exams
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What a morning, not only have I just passed the @CIIGroup R02 - Investments exam (remotely) and my Fiancè has secured herself a new job.. but the sun is shining! Even more reason to celebrate☀️ 🍺 #celebrate #achievement
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Lovely to see who interacts with us the most courtesy of @chirpty_team Thank You to each and every one of you. Keep talking to us! 🙌🏼 #TheClearAdvantage – at North East, England
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Very proud of our Active ladies @RachelMActive @RuthCActive @CheyenneDActive & @AlysonTullock taking part in this excellent challenge organised by @LizaPActive with other amazing Teesbizwomen to raise funds for @MSPmbr charity Please donate if you can: bit.ly/3chYUcV
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What measures are we taking here at Active? If you are due to visit Active house, or meet with an adviser please read our #BusinessContingencyPlan here: bit.ly/2QnwBkg #COVID19 #TheClearAdvantage
Wonderful to be @Endeavour_laws IWD event @RockliffeHall bringing together women from across the area to celebrate women's achievements. Great to be sharing a table with the lovely ladies from @ActiveFinancial. #IWD2020 #EachforEqual
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A lovely lunch meeting with @HelenSnell_ @KatyMoody13 & @EmmaCActive. Looking forward to the next one already! See you both again soon. @PunchRobsonLaw @ActiveFinancial @AlfornoItalian #TheClearAdvantage #Networking #Food
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It was lovely to meet up with @WanderClover earlier this week at @WANDER_FILMS_UK super swanky HQ - Boho 5. To talk about all things mortgages, Vlogging and Networking. See you soon! 🤙🏼 🎥 #theclearadvantage #WanderFilms #mortgages #networking #videoproduction – at Ingleby Barwick, England
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The Big Business Breakfast 🥞 Thank you to @Endeavour_law @ErimusIB @razorbluegroup for a lovely informative breakfast, nice to see new faces. Thank you to @GNairambulance for showing us round their new offices. Fingers crossed for the new helicopters 🚁 #TheClearAdvantage – at Yarm, England
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Thank you to Sheena Hunter @DarlingtonBS for such an informative lunch. Lots of new mortgage propositions aimed at helping people into the housing ladder. 🏡 @ActiveFinancial @Chadwicks_Inn #mortgage #TheClearAdvantage – at Ingleby Barwick, England
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Attended a lovely breakfast social this morning. Thank you @ArchersLawLLP. It was nice to meet so many new people. The bacon bap was pretty tasty too! 🥓 @ActiveFinancial – at Ingleby Barwick, England
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