Active Chartered Financial Planners

As a firm, we are proud Patrons of The Middlesbrough & Teesside Philanthropic Foundation (MTPF) and Corporate Partner of The High Tide Foundation. Such is our drive to give back, that several of our team also work with local charities, including MD Karl Pemberton who is a Trustee for the MTPF, Mark Dobing (Independent Financial Adviser), Director for Making Something Happen and myself as Trustee for The High Tide Foundation. Our Liza Pontone (Chartered Financial Planner) was recently appointed Ambassador for the CII's Insuring Women's Futures programme. The national programme was established for professionals in the sector to raise awareness on the important subject of financial security for all women and to help close the pensions gender gap. Andrew Gilmore (Chartered Financial Planners) volunteers his time as an Education Officer with the Personal Finance Society (PFS) working with students to help them understand the importance of financial planning. So, in an extremely densely populated industry, where on paper we can all technically do the same job, would you want to deal with someone who 'just meets the desired standards', or would you prefer to deal with a firm that goes above and beyond to exceed them? #TheClearAdvantage