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.
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.
-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)