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.
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.
-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)