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 a Chartered Financial Planner.

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 Darren, Claire and Aimee to assist our Advisers; carrying out research into the range of products available to clients and reporting back to the Advisers.

Joe gained his diploma in 2016, and now advises on all aspects of financial advice, from mortgages to investment planning.

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.

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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…