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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

Joe Carey – Dip PFS

Joe Carey photo

Career Profile

Joe joined Active in March 2015 as a Trainee Paraplanner, gaining his Diploma and becoming a qualified Independent Financial Adviser in Summer 2016.  Joe’s next challenge is to become Chartered.

Previous to Active, Joe worked for a year with the Kensington Friendly Society and at Carey’s in Middlesbrough.

Key Services

As part of the Paraplanning team, Joe works closely with Andrew, Claire and Emma to assist our Advisers. The Paraplanners carry out research into the range of products available to clients and report back to the Advisers.

Now qualified, Joe also advises on mortgages and is building his own network of clients.

Qualifications

-Pension and Retirement Planning (R04, 2016)

-Investment Principles and Risk (R02, 2015)
-Financial Protection (R05, 2014)
-Personal Taxation (R03, 2014)
-Mortgage Advice (CF6, 2014)
-Cert CII (CMP, 2014)
-Financial Services, Regulation & Ethics (R01, 2013)

Contact Information


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01642 765957

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Latest News

  • 22392

    Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status since 2013, was named North East Employer of the Year in the regional competition in January this year, beating the two other finalists shortlisted in

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Testimonials

  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority