The Team

Leadership Team

Karl Pemberton
Managing Director (Chartered)
Karl Pemberton
CDir, FIoD, Dip PFS
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Paul Gibson
Director
& Chartered Financial Planner
Paul Gibson
FPFS, Cert II (MP & ER)
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Karl Nendick
Director
& Independent Financial Adviser
Karl Nendick
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Rachel McCulloch
Associate Director
& Practice Manager (Chartered)
Rachel McCulloch
CMgr
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Andrew Gilmore
Associate Director
& Chartered Financial Planner
Andrew Gilmore
MBA, FPFS, CMgr MCMI
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Gary Lumby
Non Executive Director
Gary Lumby
MBE, FCIOBS
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Planning Team

Emma Cherrington
Chartered Financial Planner
Emma Cherrington
FPFS, Certs CII (MP&ER)
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Mark Dobing
Chartered Financial Planner
Mark Dobing
APFS
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Joanne Fisher
Chartered Financial Planner
Joanne Fisher
APFS
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Andrew Haley
Chartered Financial Planner
Andrew Haley
APFS
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Anthony Long
Chartered Financial Planner
Anthony Long
FPFS
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Liza Pontone
Chartered Financial Planner
Liza Pontone
FPFS, Cert CII (MP & ER)
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James Robertson
Chartered Financial Planner
James Robertson
MA, FPFS
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Asif Sadullah
Chartered Financial Planner
Asif Sadullah
FPFS
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Joe Carey
Independent Financial Adviser
Joe Carey
Dip PFS
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Claire Davison
Independent Financial Adviser
Claire Davison
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Paul Rennolds
Independent Financial Adviser
Paul Rennolds
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Consultants

Andy Mitchell
Independent Consultant
Andy Mitchell
Cert PFS
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Support Team

Ruth Conner
Communications Manager
Ruth Conner
MCIM
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Jessica Wilkinson
Paraplanner
Jessica Wilkinson
DipPFS
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Grant Young
Paraplanner
Grant Young
DipPFS
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Karen Lofts
Senior Client Support
Karen Lofts
DipPFS
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Samuel Baker
Senior Client Support
Samuel Baker
BA Hons, DipPFS
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Laura Richmond
Client Support
Laura Richmond
NVQ 1-3 Business Administration
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Louise Woods
Client Support
Louise Woods
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Connie Bint
Client Support
Connie Bint
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Leanne Rogers
Client Support
Leanne Rogers
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Tom Walton
Client support
Tom Walton
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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Client survey results: we asked your views, heard the message, and shared the concerns

17th December 2024

Here at Active Chartered Financial Planners we pride ourselves on listening to our clients and recognising any concerns they have. That’s why, following Chancellor Rachel Reeves’ recent Budget, we conducted…

Autumn Budget re-cap with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…