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Finance Industry News

Tees Valley firm takes home Outstanding Achievement award


Tees Valley firm takes home Outstanding Achievement award


"Its an honour to have even been shortlisted for the Outstanding Achievement award at the Yorkshire Financial Awards, but to actually win was just amazing. "
Liza Pontone



Active Chartered Financial Planners is celebrating the start of another successful year, after winning a prestigious award at the inaugural Yorkshire Financial Awards.

The firm was shortlisted in six categories, both as a business and for individuals. The results were announced at a ceremony at Royal Armouries in Leeds on 21 February.

On the night, Active was awarded:

·         Outstanding Achievement (Liza Pontone, Chartered Financial Planner)

Active was also shortlisted for:

·         Best Employer

·         Financial Adviser Team of the Year

·         Director of the Year (Karl Pemberton, Managing Director)

·         Independent Financial Adviser of the Year (Paul Gibson, Director)

·         Rising Star (Andrew Gilmore, Chartered Financial Planners)

Active is the only firm in the Yorkshire Financial Awards 2019 to have been shortlisted in six categories.

Karl Pemberton, Managing Director at Active Chartered Financial Planners, said: “This is a fantastic result for everyone on the team at Active. Even though a few individuals were highlighted for separate awards, every single person on the team deserves some recognition and reward.

“The team has worked exceptionally hard to build up a brand that is respected within the region, well-liked among those who know us, and, most importantly, trusted to give crystal clear and impartial advice. I am delighted that this has been acknowledged by the judging panel, and it has given us a fantastic start to the year.”

Liza Pontone, Chartered Financial Planner at Active, said: “It’s an honour to have even been shortlisted for the Outstanding Achievement award at the Yorkshire Financial Awards, but to actually win was just amazing.

“The culture at Active is about providing a gold standard service for our clients and being respected and treated well as a team. We celebrate success and share best practice. This award is for the whole team, as we all support each other to do well and deliver for our clients.”

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