Active Chartered Financial Planners

Stockton-based Active Chartered Financial Planners has seen two members of its team nominated for the upcoming ‘Women in Financial Advice Awards’.

Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women in financial services with the aim of inspiring more women to join and excel in the ever-changing sector.

Chartered financial planners, Emma Cherrington and Liza Pontone have been nominated for the prestigious awards at a time when women make up just 42% of the sector’s workforce.

Emma, who has been nominated for ‘role model of the year’, and Liza Pontone, who has been nominated for ‘financial adviser of the year – Northeast’ will find out the results in November.

Emma achieved Chartered Fellowship of the Chartered Insurance Institute (CII) last year, which is the highest level of qualification within the industry. A significant achievement while in her 30s, particularly while working full time and in an industry that has long been male dominated.

“It’s always lovely to receive positive feedback, but to be recognised as a role model for other women is the most amazing complement” says Emma “I hope I can inspire and encourage more women to enter and thrive in this industry and not be put off by the amount of study involved and the reputation that it’s still very male dominated.”

Liza, also a fellow of the CII, began a voluntary role as Ambassador for the (CII’s) Insuring Women’s Futures Programme in 2019 and also works as a mentor for the Girls Network.

“I am thrilled to be recognised for my work as an adviser.” says Liza.

“As a CII Ambassador I am passionate about educating the next generation of female financial planners, but also about improving financial security for women and for society as a whole.”

Karl Pemberton, managing director at Active Chartered Financial Planners said: “We’re really pleased that both Emma’s and Liza’s outstanding work is being recognised at a national level.

“These nominations not only showcase the individual talent that we have on the team, but also bolsters our ongoing commitment towards gender equality in our industry.”

ENDS

Contact Josh Mason on 01325 363 436

Issued on behalf of Active Chartered Financial Planners

Active Chartered Financial Planners is a team of specialist Independent Financial Advisers that provides a full suite of holistic financial planning services to private individuals, corporate businesses and professional practices. Being independent means that Active can offer its clients the best financial products, with no bias towards certain providers.

The highly coveted “Chartered” status, which it has held since in 2013, means Active works to standards matched by only a tiny proportion of financial planning firms. Chartered status is central to the business and demonstrates Active’s commitment to remain at the forefront of the industry.

With a history dating back to 1986, today Active is based at modern Head Offices in Thornaby (Stockton on Tees) and covers the entire North East and Yorkshire regions.

The team at Active is highly qualified; including 6 Chartered Financial Planners holding Fellowship status; the highest level of qualification awarded in the industry.

Active’s Financial Planning Services include:

• Investment Planning
• Retirement Planning
• Protection Planning
• Later Life Planning
• Planning for Your Business
• Mortgage Planning

http://www.activefinancialplanners.co.uk