Cheyenne worked as an accounts assistant at a local accountancy firm before joining Active’s client support team in June 2015. Cheyenne has worked hard to gain a number of CII (Chartered Insurance Institute) qualifications, including qualifying as a mortgage adviser in 2018.
In her role as client support manager, Cheyenne works alongside a number of our financial planners in completing client applications for mortgages, pensions & investments. In addition to this, Cheyenne offers support to the paraplanning team by researching the range of products and services available to clients and writing detailed reports in preparation for the advice given.
-Investment Principles & Risk (R02, 2020)
-Pensions & Retirement Planning (R04, 2019)
-UK Financial Service Regulation & Ethics (R01, 2019)
-Financial Protection (R05, 2018)
– Long Term Care (CF8, 2018)
– Equity Release (ER1, 2018)
– Mortgage Advice (CF6 2018)
– UK Financial Services, Regulation & Ethics – (CF1 2017)
– Business Administration 1 & 2 (2015)