
Karen Lofts DipPFS
@karenlactive
Client Support Manager at the award winning @ActiveFinancial in Teesside; wife & mum #TheClearAdvantage
ID: 1556572429169860608
08-08-2022 09:26:08
56 Tweet
21 Followers
55 Following


Catherine set up Headlight Project after her husband Russ took his own life. She wanted to make sure that anyone who found themselves in similar circumstances had somewhere to go that understood what they were going through. To read about her inspiration, visit: kinnery.co.uk/inspiration-beโฆ


Wishing a very happy #ActiveAnniversary to๐๐ฝ๐๐ฝ๐๐ฝ ๐ Ruth Conner MCIM who celebrates 6 years as Activeโs Comms Manager ๐ฃ With over 20 yearโs experience in marketing, Ruth manages the firmโs communications strategy including #socialmedia #pr #events #TheClearAdvantage


Out in Leeds today with like minded financial planning people hosted by Nucleus Financial Quality conversations ๐


Wishing a very happy #ActiveAnniversary to๐๐ฝ๐๐ฝ๐๐ฝ ๐Rachel McCulloch CMgr who celebrates 14 years with us! Not only an excellent office manager, Rach offers help and guidance to the whole team. She's also a #CharteredManager and about to begin an #MBA! #TheClearAdvantage


Well this was a nice surprise โค๏ธ thanks Karl Pemberton CDir Active Chartered Financial Planners #ValentinesDay


Congratulations to our Mark Dobing the latest adviser Active Chartered Financial Planners to achive Chartered Financial Planner status with Chartered Insurance Institute Well done mate ๐๐ #Standards #Professionalism #Trust #personaldevelopment #hardworkpaysoff


It's #TestimonialTuesday and this is what a client said about our Andrew Gilmore MBA, FPFS, CMgr FCMI "Andrew and Active totally lived up to their promises and exceeded my very high expectations!" Does your #FinancialPlanner exceed your expectations? #TheClearAdvantage #Investments #Pensions




#ThrowbackThursday to a great time at #ThirstyThursdays at Active Chartered Financial Planners. They are the best hosts ๐๐บ๐ฑ. Looking forward to seeing you guys later! #TeamBean



It's #TestimonialTuesday and here's what Liza Pontone said about our Laura Richmond "Laura is 100% committed to her role at Active - as my direct PA I honestly couldnโt do my job without her!โ Having the best support team in place is key to Active's success! #TheClearAdvantage


Just two chartered financial planners, (both named Andrew) about to take on their toughest challenge yetโฆโฆ Here goes the first ever Active Charity Karting Race!!!! ๐๐จ Andrew Gilmore MBA, FPFS, CMgr FCMI @AndrewHActive Teesside Karting Paul Gibson Karl Pemberton CDir Joe Carey #TheClearAdvantage


When your clients take the ultimate accessory to Glasto - the Active brolly โ๏ธโ๏ธ #TheClearAdvantage #glastonbury2023 Paul Gibson Karl Pemberton CDir Rachel McCulloch CMgr Andrew Gilmore MBA, FPFS, CMgr FCMI Joe Carey Mark Dobing




Gender wealth gap still prominent, according to Handelsbanken UK โน๏ธ "Financial planners can play a key role in helping women to bridge the gap" says Liza Pontone ๐ ๐bit.ly/3W3AFr3 #TheClearAdvantage #FinancialPlanning #StocktonOnTees Karl Pemberton CDir Rachel McCulloch CMgr

