Cheyenne Drake

Certs CII (MP & ER)

Paraplanner/Mortgage & Protection Adviser

Cheyenne Drake

Career Profile

Cheyenne worked as an Accounts Assistant at a local accountancy firm before joining Active as Client Support Officer in June 2015.  Cheyenne has proven herself to be a very fast learner, qualifying as a Mortgage Adviser in 2018, and being promoted to Paraplanner in January 2019.  Cheyenne is continuing her study to realise her dream of becoming an IFA.

Key Services

In her previous role as Client Support Officer, Cheyenne worked alongside a number of our Financial Planners to support them and their clients.  As a Paraplanner, Cheyenne’s main role is to research the range of products and services currently available to clients and to write detailed reports in preparation for the advice given.

Qualifications

– Financial Protection (R05, 2018)

– Long Term Care (CF8, 2018)

– Equity Release (ER, 2018)

– Mortgage Advice (CF6 2018)

– UK Financial Services, Regulation & Ethics – (CF1 2017)

– Business Administration 1 & 2  (2015)

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.

Experienced Chartered Financial Planner joins the Active team

7th October 2019

We are thrilled to welcome Chartered Financial Planner, Andrew Haley to the Active team. Andrew has worked in financial services since 2011, as both a Paraplanner and Financial Adviser.  In…

How might Brexit affect my investments?

1st October 2019

With Director & Chartered Financial Planner, Paul Gibson. At present it feels like Brexit is the national obsession. News channels, papers and online media all compete for the most attention…

Active’s new recruit balances work and study

1st October 2019

Over the Summer, we welcomed Jessica Armstrong to the Active team as a Client Support Officer, following a six-month long project working with our MD Karl Pemberton through Teesside University’s…