Joe Carey

Dip PFS

Independent Financial Adviser

Joe Carey

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)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active 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 have no problem recommending him to other people.

Operations Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Operations manager Rachel McCulloch has been awarded a Level…

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…