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.
Previous to Active, Joe worked for a year with the Kensington Friendly Society and at Carey’s in Middlesbrough.
Key Services
Joe advises on all aspects of financial planning, including pensions and investments. Client focused Joe works hard to build those long term relationships that Active is known for.
Joe also spends time working in Active’s paraplanning team, working closely with Darren, Cheyenne and Aimee. Paraplanning involves carrying out research into the range of products available to clients and writing detailed reports for (himself and) Active’s other advisers.
Currently, Joe is studying towards the chartered qualification with the CII (Chartered Insurance Institute).
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)
Testimonials
Click here or on the image below to hear what client Paul said about Joe
