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.

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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.

Another award win for Active

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…