Active Chartered Financial Planners adds two key appointments

November 5th 2024

Active Chartered Financial Planners, one of the North East´s leading independent financial planning firms, is expanding its client offer with two key new appointments due to the firm’s continued success.

Leanne Rogers, from Middlesbrough joins with three years’ financial planning experience, applying the attention to detail she gained in her previous career as a pastry chef. Leanne trained in prestigious kitchens around the UK and overseas, including spending six years working in the French Alps. After returning to the North East, she hang up her apron to focus on a career in finance.

Leanne said, “I’m excited to bring my experience to the team. I’m really looking forward to supporting our clients with their financial planning needs, and I’m grateful for the opportunity to be part of such a great team – especially at a time of continued growth.”

Tom Walton, from Stokesley, gained a degree in accounting and finance from Newcastle University and worked for a well-known North East haulage firm before embarking on an extended travel adventure across Southeast Asia and Australia. Now back in the UK, Tom is eager to apply his knowledge and a fresh perspective to his new role at Active Chartered Financial Planners. 

“Joining the team here is an exciting next step in my career and a fantastic opportunity to use the knowledge I gained from my degree. I’m looking forward to helping clients navigate their financial planning journeys while continuing to learn and grow within the industry.” Said Tom

Rachel McCulloch, associate director said: “Due to our recent growth, we really needed to strengthen our support team, so we are thrilled to have Leanne and Tom on board. Their unique backgrounds and dedication to excellence will enrich the support we provide to our clients, continuing our commitment to providing outstanding financial planning.”

Stockton on Tees based Active Chartered Financial Planners has been serving clients in the region for over two decades, offering a range of independent financial planning services. The firm is known for its personal approach and dedication to helping individuals and businesses achieve their financial goals.