Active Chartered Financial Planners

Wishing a very happy this month to two of our people:

🎂 Paraplanner, Grant Young who celebrates 4 years at Active
🎂Thomas Walton of our client support team who celebrates his 2 year anniversary

🔗Meet the whole team via the link in our comments

Next month, our Andrew Gilmore is swapping the board room for the ultimate endurance challenge to raise money for Daisy Chain 🌼

Andrew, a Trustee of Daisy Chain will take on the IRONMAN Wales challenge, which begins on North Beach, Tenby and includes:

🏊2.4-mile swim
🚴112-mile wild bike ride
🏃26.2-mile run

Find out more and sponsor Andrew 👉 https://bit.ly/4fBIDTd

What do our clients say about us?🗣

A client recently said this about our Andrew Gilmore 🥰

Are you happy with your financial planner?

🔗Visit our bio to meet the whole team

Ten years after Brexit, would clients still vote the same way?

Read the results of our latest client survey here 👇

🔗 https://bit.ly/4pNfLuU

Wishing a very happy this month to 3 of our people:

🎂 Chartered financial planner, Emma Cherrington FPFS celebrates her 10 year anniversary!
🎂Leanne Rogers of our client support team, who celebrates 2 years with us
And
🎂Chartered financial planner, Craig Honeyman who celebrates his first anniversary

🔗 Visit the link in our bio to meet the whole team

From Ford Fiesta Dreams to Financial Freedom🚗

Clients Neil and Sue share their retirement story in the comments 👇