Joanne Fisher

APFS

Chartered Financial Planner

Joanne Fisher

Career Profile

Joanne joined Active in April 2021 bringing a wealth of experience as a Chartered Financial Planner.

Beginning her career at Yorkshire Bank in 1996 with Active’s Director Paul Gibson, during the last 25 years Joanne has worked as a Financial Adviser at various other banks and well regarded IFA firms around the UK.

Joanne worked very hard to gain chartered status with the Chartered Insurance Institute (CII) in 2012, being one of the first female advisers to achieve this.  Joanne has continued her study and since then gained qualifications in the areas of financial protection and equity release.  In addition, she has also studied wills & probate helping her to see the ‘bigger financial picture’ for her clients.

Key Services

A highly skilled financial planner with 25 years’ experience, Joanne offers a variety of advice, but has built particular specialisms in the areas of pensions, investments and estate planning.

Joanne is mainly based in the North East, but does also travel around the UK to meet with clients.

Due to her continued dedication to provide the best & most up to date advice to her clients, Joanne regularly receives recommendations.

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

Qualifications

– Financial Protection (RO5, 2018)

– Equity Release (ER1, 2015)

– Financial Planning Process (AF5, 2012)

– Financial services, regulation and ethics AFPC (RO1, 2010)

– Trust Planning AFPC (JO2, 2009)

– Personal taxation AFPC (JO1, 2008)

– Specialist pensions (K10 & K20, 2006)

– Pensions AFPC (G60, 2005)

– Taxation and trusts AFPC (G10, 2004)

– Long term care, life and health protection AFPC (G80, 2003)

– Supervisory and Sales Management AFPC (H15, 2002)

– Chartered Institute of Bankers: Banking Certificate (pass)

– FPC1, 1995

– CEFA2, 1997

– CEFA3, 1997

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.

Welcoming another experienced client support manager to the team

27th September 2021

So happy to welcome another experienced client support manager as part of our ongoing growth and development programme. Rebekah Thorpe joins the firm following three and a half years at…

Active: raising the bar

21st September 2021

When times are good, it’s relatively easy to be a financial planner, with very few clients ever challenging the service that they pay for.  However, when times are tough –…

Paul’s £6k finish line

20th September 2021

Nine long days away from his family; cycling over 100 miles a day, cold nights spent alone in a tent and a nasty collision with the back end of a…