Connect with Liza
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