Active Chartered Financial Planners Celebrates 25th Anniversary with Senior Team Appointments

Strategic Insights -

In a major milestone for the North East's financial industry, Active Chartered Financial Planners is marking its 25th anniversary by welcoming two senior team members, Craig Honeyman and Lauren Lee. These appointments come as the firm's demand continues to grow, with the successful recruitment drive in 2024 adding four additional team members, including another chartered financial planner. This brings the total number of chartered qualified individuals to 15 within a 29-member team.

Key Takeaways:

  • Active Chartered Financial Planners has welcomed two senior team members, Craig Honeyman and Lauren Lee, as part of its 25th-anniversary celebrations.
  • The appointments come as the firm's demand continues to grow, with a successful recruitment drive in 2024 adding four additional team members.
  • The total number of chartered qualified individuals within the 29-member team is 15.
  • Craig Honeyman has over 20 years of financial planning experience, with expertise in pension and retirement planning, investment planning, and home finance.
  • Lauren Lee joins as a chartered paraplanner with a wealth of experience in compliance and operational support roles.
  • Karl Pemberton, managing director at Active Chartered Financial Planners, emphasizes the firm's focus on the future, despite celebrating 25 years of helping clients across the region.
  • Both new recruits bring personal connection and knowledge of the region, with Honeyman based in Guisborough and Lee recently returning to the North East after living in Abu Dhabi.

Statistics:

  • The firm is celebrating its 25th anniversary.
  • Active Chartered Financial Planners has 29 members within its team.
  • There are 15 chartered qualified individuals within the team.
  • The firm has grown its team by 4 additional members in 2024, including 1 more chartered financial planner.
  • Craig Honeyman has 20+ years of experience in financial planning.

Sources:

  • An expanding North East financial firm is celebrating its 25th anniversary with two senior team members appointments. Active Chartered Financial Planners, in Stockton, has welcomed chartered financial planner Craig Honeyman and chartered paraplanner Lauren Lee to its team.
  • (No external reference provided)