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.

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.

Having spent time in Active’s paraplanning team before becoming a full time adviser, Joe has exceptional knowledge of the range of products available to clients.

Joe is currently 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

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.

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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.

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

7th November 2023

In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…

Emma and Liza set to shine on national stage

9th October 2023

Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…

Retirement savers by region: How prepared are you?

9th October 2023

Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…