Andrew Haley
Chartered Financial Planner
Active Financial Planners
Teesside
I entered financial services in 2011, taking a trainee paraplanner role and finding a passion for financial planning. Thanks to being lucky enough to work alongside some of the best in the business, and always keeping an interest in what is happening in our profession, I saw the clear benefits in lifestyle focused planning.
I am now a Chartered Financial Planner with Active Financial Planners in Teesside. I help individuals and families make the most of their money to gain clarity on what they can achieve in life. I am all for simplicity and focusing on what matters most to people.
Having consumed plenty of financial planning content online, I decided to start up my own Youtube channel in February of 2024. This helps me share my thoughts with a wider audience and I look forward to continuing to build the reach of this channel.
Content by Andrew Haley
Focusing on Lifestyle Financial Planning and YouTube
Practitioner Andrew Haley talks about his journey from Paraplanner to becoming a Chartered Financial Planner, why he is passionate about lifestyle financial planning and his decision to start posting content on YouTube.
How to become a Financial Adviser
I hope you share the same passion I have for being a Financial Adviser delivering Financial Planning. It's about people and relationships.
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