Another Darlington based chartered financial planner joins the team

We are thrilled to welcome Joanne Fisher to our team of chartered financial planners.

Joanne has more than 25 years’ experience in the industry, beginning her career in 1996 on the same Yorkshire Bank training course attended by Active’s director, Paul Gibson.

Over a quarter of a century, Joanne has established herself as a talented and knowledgeable financial planner, working at a number of high-profile firms across the UK.

In 2012, Joanne was one of the first female advisers to achieve chartered status with the Chartered Insurance Institute (CII). She has continued her studies achieving qualifications in financial protection and equity release, as well as (studies in) wills & probate helping her to see the ‘bigger financial picture’ for her clients.

Joanne said: “I love helping clients to achieve their financial objectives and supporting them emotionally as well as financially on the journey.

“Finance is in my DNA. My dad was North East area manager for Yorkshire Bank and branch manager at the Gresham Road (Middlesbrough) branch, so helping people with their financial planning has always been something I wanted to do.

“I’m proud to be part of the Active team. The firm has a fantastic reputation and I’m delighted to be part of it.”

Director Paul Gibson said: “I first met Joanne in 1996 when her father was my manager at Yorkshire Bank in Middlesbrough.

“Joanne and I were on the same training course and although our careers have taken us in different directions, we have always stayed in touch.

“When we needed to add further capacity to the team, we were delighted that the timing was finally right for all parties to come together. Joanne is an exceptional adviser with a great reputation in the North Yorkshire and County Durham area.”

Find out more about Joanne or contact her here

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.

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

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.

Are you a Trustee? You must register your trust by 1st September 2022

15th August 2022

Important changes mean that all trusts must be registered with HM Revenue and Customs (HMRC) via their Trust Registration Service by Thursday 1st September 2022. The Trust Registration Service, or TRS…

The Active ladies raise over £1000 for charity!

25th July 2022

They did it! The Active ladies walked 'in to the light' for The Teesside Charity and raised £1050 in the process! Beginning the long walk just after midnight on Sunday…

The Active Ingredients: Liza Pontone

25th July 2022

Welcome to the latest edition of ‘Active Ingredients’ when each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active,…