\n Active Chartered Financial Planners, in Stockton, has welcomed chartered financial planner Craig Honeyman and chartered paraplanner Lauren Lee to its team.\n<\/p>\n
\n This comes as the firm\u2019s demand continues to grow.\n<\/p>\n
\n These appointments follow a successful recruitment drive in 2024, which saw four additional team members, including another chartered financial planner, join the company.\n<\/p>\n
\n This brings the total number of chartered qualified individuals to 15 within a 29-member team.\n<\/p>\n
\n Craig Honeyman, who has more than 20 years of financial planning experience, has built a reputation for providing expert advice, particularly in pension and retirement planning, investment planning, and home finance.\n<\/p>\n
\n He holds an advanced diploma in financial planning and achieved chartered status with the Chartered Insurance Institute in 2022.\n<\/p>\n
\n Lauren Lee, who has been in the financial services industry since 2011, joins as a chartered paraplanner.\n<\/p>\n
\n Ms Lee has a wealth of experience in compliance and operational support roles and is a fellow of the Chartered Insurance Institute.\n<\/p>\n
\n Karl Pemberton, managing director at Active Chartered Financial Planners, said: “This year marks a significant milestone for us as a business.\n<\/p>\n
\n “While we\u2019re proud to celebrate 25 years of helping clients across the region, our focus is firmly on the future.\n<\/p>\n
\n “The additions of Craig and Lauren reflect our continued growth and the high demand for quality advice and support.\n<\/p>\n
\n “Both bring exceptional experience and share our commitment to putting clients first.\n<\/p>\n
\n “We are thrilled to welcome them to the team.”\n<\/p>\n
\n The two new recruits also bring personal connection and knowledge of the region.\n<\/p>\n
\n Mr Honeyman is based in Guisborough, where he lives with his family.\n<\/p>\n
\n Ms Lee recently returned to the North East after living in Abu Dhabi for more than two years with her husband and daughter.\n<\/p>\n
\n Ms Lee said: “Active Chartered Financial Planners has been incredibly welcoming.\n<\/p>\n
\n “I knew a lot about their culture before I came here, and it really hasn’t disappointed.\n<\/p>\n
\n “The management is so approachable, the team is so friendly, and the firm is so adaptable and understanding towards its employees.\n<\/p>\n
\n “They really care if you are happy or not.\n<\/p>\n
\n “It is lovely to be happy to go to work, as not many people get to say that.”\n<\/p>\n
\n Mr Honeyman added: “I was drawn to Active Chartered Financial Planners because of its independent status, strong local reputation, and client-centred approach.\n<\/p>\n
\n “The firm\u2019s values, culture, and ethics closely align with my own.\n<\/p>\n
\n “Being part of a chartered firm, working alongside so many other highly skilled individuals was a huge part in my decision to join.”<\/p>\n","protected":false},"excerpt":{"rendered":"Active Chartered Financial Planners, in Stockton, has welcomed chartered financial planner Craig Honeyman and chartered paraplanner Lauren Lee…\n","protected":false},"author":2,"featured_media":333993,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3093],"tags":[51,474,2499,16,15],"class_list":{"0":"post-333992","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-finance","10":"tag-personal-finance","11":"tag-uk","12":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115006333500944215","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/333992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=333992"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/333992\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/333993"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=333992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=333992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=333992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}