Based at Active Chartered Financial Planners, a firm of experienced IFAs helping Private Individuals, Businesses and Professional Practices.
20 + years experience as a Financial Adviser offering advice in all areas of financial planning.
In 2018 I gained Fellowship status from the PFS the highest qualification awarded by the CII.
Shortlisted – Women in Financial Advice Awards 2018 ‘Financial Adviser (North of England)’.
Runner up ‘Breaking the Mould’ Tees Businesswoman Awards 2018
Won – Outstanding Achievement award at the Yorkshire Financial Awards 2019
Ambassador for the CII’s Insuring Women’s Futures Programme
Corporate Supporter of My Sisters Place
I’m honoured to part of a team of hugely respected inspirational business ladies in region. Women working together and sharing best practices who want to make a difference. Assist helps women to be the best version of themselves and achieve success in whatever role they choose to be in.
Having struggled for a while to find a womens network in Teesside, i stumbled across of the Assist events by chance. How happy i am that i did. Ann and the team make the networking fun and relevant, informative and comfortable. I've made several really good business connections, but mostly i've met some great women who i know i could turn to for advice, or even just to meet for a coffee. We all face the same issues within business and personally and the Assist meet's allow collaboration, suggestion, support and smiles. Thank you Assist x
Katie Kendall – Hays Recruitment
Assist is a great place to meet, connect and collaborate with businesswomen from across the Tees Valley. It's welcoming and informal atmosphere for networking, combined with the diverse range of business topics it addresses on behalf of its members is both interesting and informative. This winning combination means i learn something new each time i attend and its why i keep coming back.
Since joining Assist I have been invited to events including Hidden Women of Teesside, where I had the chance to network with local business women and build contacts. I felt very welcomed and part of something supportive of where I'm at today and what I'm trying to achieve. I now have an experienced mentor for the next year to help me focus and build my dreams. Lastly I was invited to the Assist Christmas meal which was amazing as being self-employed and a small grassroots organisation, it can get lonely so I was grateful for the opportunity to connect with other women feeling the same way and trying to achieve great things.
Annalice Argyle – Trac UK (Teesside)
Independent Recovery Advocates and Consultants & Lobster Recovery
ASSIST is just the most wonderful organisation. Filled with decent, powerful, creative, useful, intelligent and interesting people. And, the networking meetings smell so much better than normal ones :)
Jackie Dack of TEAL
Personal Performance Coach