Aimee Robson, a seasoned Paraplanner, has recently made the transition from Hong Kong to Stockton to join Active Chartered Financial Planners. Active Chartered Financial Planners, a prominent firm in the North East and Yorkshire specializing in financial planning, has expanded its team by welcoming Aimee to its Stockton office. Aimee’s journey in the financial services industry began in 2011 at Mercury Wealth Management, where she initially worked in the administration department. Over time, she underwent additional training, progressing to the role of a Paraplanner. Subsequently, she seized an opportunity to work in Hong Kong with Private Capital Limited, a firm catering to British expats.

In her current position as a Paraplanner at Active, Aimee plays a crucial role in supporting the Adviser Team. Her responsibilities include conducting comprehensive research on the diverse array of financial products and services available to clients and preparing detailed reports in anticipation of providing advice. Looking ahead, Aimee is set to embark on further studies with the goal of qualifying as a financial adviser and ultimately aiming to achieve the status of a Chartered Financial Planner.

Karl Pemberton, the Managing Director of Active, expressed his enthusiasm in welcoming Aimee to the team, emphasizing her evident talent and the positive impact she is expected to make within the organization. This strategic addition reflects Active’s commitment to enhancing its capabilities and providing top-notch services to its clientele.

Aimee’s professional trajectory underscores the dynamic nature of the financial services sector and the global mobility of professionals within the industry. Her experience transitioning from the UK to Hong Kong and back not only enriches her skill set but also brings a diverse perspective to Active Chartered Financial Planners, fostering innovation and adaptability in an ever-evolving financial landscape.

This move also signifies the growth and expansion of Active Chartered Financial Planners, positioning the firm as a leading player in the financial planning domain. By attracting top talent like Aimee, Active reinforces its dedication to excellence and client-centric service delivery. As Aimee embarks on her journey towards becoming a Chartered Financial Planner, her story serves as an inspiration to aspiring professionals in the financial services realm, highlighting the value of continuous learning and advancement in one’s career.

In conclusion, Aimee Robson’s transition to Active Chartered Financial Planners in Stockton marks a significant milestone in her career and exemplifies the firm’s strategic vision to bolster its team with top-tier talent. With a strong foundation in financial services and a drive to excel, Aimee is poised to make valuable contributions to Active and further elevate its reputation as a leading financial planning firm in the region.