Enlightening webinar “Later Life Planning Conundrums” hosted by Personal Finance Society this morning.
Covering Later Life Planning, Long Term Care and Inheritance Tax strategies
Active Chartered Financial Planners #theclearadvantage
💥It's #TestimonialTuesday and here's what client Peter said about our Emma Cherrington IFA in this short video👇👇
📽️bit.ly/3xYBn0i
What would you say about your #FinancialPlanner ?
#TheClearAdvantage #FinancialPlanning
💥 It's #TestimonialTuesday and here's what a client said about client support officer Laura Richmond 👇 👇
It's not just our #FinancialPlanners who are amazing☺️
#TheClearAdvantage #FinancialPlanning #ClientSupport
💥It's #TestimonialTuesday and here's what client Christopher said about our Andrew Gilmore MBA, FPFS, CMgr FCMI 👇 👇
What would you say about your #FinancialPlanner ?
#TheClearAdvantage #FinancialPlanning #PensionPlanning
Attended the Quilter for Advisers Roadshow 2024 in Leeds this morning.
Delving into politics, markets, vulnerable clients and financial planning.
Special guest speaker Clive Myrie, the highly decorated BBC journalist, shared his expertise.
Active Chartered Financial Planners #theclearadvantage
Enjoyed being back Tees Valley Business Club for this evenings event Teesside International Airport . Great to hear more from Dodds Brown LLP & Colliers UK about the property development going on around the airport and from headline sponsors Square One Law
Active Chartered Financial Planners #theclearadvantage
Wishing a very happy #ActiveAnniversary to two of our people today 👇 👇
🎂 James Robertson, who celebrates 1⃣4⃣️ years at Active
AND
🎂 Laura Richmond who celebrates 1⃣5⃣ years
#TheClearAdvantage #financialplanning
Karl Pemberton CDir Paul Gibson Rachel McCulloch CMgr Andrew Gilmore MBA, FPFS, CMgr FCMI
On the road this morning with Andrew Haley to this soon to be Premiership ground for Nucleus Financial Illuminate seminar covering Lifetime Allowance changes, AI and tax planning opportunities #theclearadvantage Active Chartered Financial Planners
Awesome day representing Active Chartered Financial Planners in the Middlesbrough College tournament for MFC Foundation. Semi finalists out to the eventual winners Natara Global #theclearadvantage
How much does a pension contribution really cost you?
Are you paying additional tax on your wage increase or bonus?
Our Emma Cherrington IFA #CharteredFinancialPlanner explains all here 👇👇
📽️youtu.be/IYY8rcqFY_Q
📖bit.ly/3xOiYmX
#TheClearAdvantage #PensionPlanning
At Active Chartered Financial Planners we have clients based all over the UK. One of my favourite places to visit is the Lake District, especially on a day like this. The views are stunning #clientreviews #clientservice #TheClearAdvantage
No, this isn’t a pic from my hotel room as I prepare to depart on a Nile cruise 🛥️
This pic was taken this morning Yarm School in sunny Teesside ☀️
#MeetingGoals #TheClearAdvantage
'Gifting is one way of mitigating your tax liability' ..... Our Paul Gibson FPFS explains how you could save 40% in tax 🙌
#taxplanning #FinancialPlanning #theclearadvantage
Saturday 6th April marked a new tax year, but how does this affect you?
Our Joanne Fisher APFS has all the details here 👇👇
📽️bit.ly/3UjgE01
📖bit.ly/447QSPG
#TheClearAdvantage #FinancialPlanning
Well the rest of us didn’t get the memo! 🤣
Our Rachel McCulloch CMgr and Ian Clennett twinning this morning👯♂️
Active Chartered Financial Planners #TheClearAdvantage
What a day for our charity #golf day! 🏌🏽♂️🏌🏽♀️
Over £700 raised for The Teesside Charity & Headlight Project 'Walk into the Light'.
Thank you to all out clients who made this possible 🙌🏽
#TheClearAdvantage #Charitygolfday
Today’s lunchtime #webinar from CIM CIM was all about body language in communication 🙌🏻👍🏻
Active Chartered Financial Planners #TheClearAdvantage
#EggsandBeans 🥚 had a fantastic day at Active Chartered Financial Planners golf day ⛳ ! We think Karl Pemberton CDir might be starting a new fashion trend with that belt 😀.
Thanks for a great day Active!
#TeamBean #TeamActive #TheClearAdvantage #GolfDay #GoodTimes
