Louise Woods

Client Support

Louise Woods

Career Profile

Louise joined the Active team as Client Support Officer in March 2021.

Prior to Active, Louise worked in retail for almost 14 years, with the last 7 years as Assistant Manager of a large clothing and home store where she was responsible for 22 staff.

Key Services

As Client Support Officer, Louise offers essential admin support for Active’s team of financial advisers and paraplanners in their day to day activities.

Louise’s vast experience in customer service and cheerful manner mean she is perfectly placed to welcome Active’s clients both in person and on the telephone.

Louise is looking forward to her next challenge; the Financial Administrator level 3 apprenticeship programme which will help to underpin the knowledge she is gaining at Active.

Qualifications

Principles of Business Level 2 – 2021

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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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…