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.

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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.

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

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…