Tees financial planners welcome sixth new recruit

Active Chartered Financial Planners has expanded its team and welcomed Andrew Haley, a financial planner, with a ‘wealth’ of experience in the field.

Andrew Haley, whose family is originally from Teesside, has worked in financial services since 2011, as both a paraplanner and financial adviser.

In his previous role, he worked as part of a team of pension specialists where he held the prestigious pension transfer specialist (PTS) status.

In 2016, Andrew reached the final of the CISI’s (Chartered Institute for Securities & Investment) Financial Planning Awards, shortlisted in the category of ‘Paraplanner of the Year’ and gained Chartered status the following year.

His appointment brings Stockton-based Active’s number of Chartered status financial planners to six.

As a specialist in pensions and retirement planning, Andrew will provide excellent support to the paraplanning team; researching the range of products available and writing detailed reports for clients, while building his own client portfolio as a Chartered financial planner.

Paul Gibson, director and Chartered financial planner, said: “Andrew is an excellent addition to the team.

“Chartered status is not easily achieved; it takes time and commitment but means that Andrew has the best and most up to date knowledge to share with our clients.”

Andrew added: “I am so pleased to be joining Active.

“With the firm so focussed on continual professional development, I will carry on with my studies (for more qualifications) as soon as I get settled.”

Married with two daughters, aged 8 and 4, Andrew is a committed Middlesbrough FC fan and season ticket holder.

 

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