Cheyenne Drake

DipPFS Certs CII (MP & ER)

Client Support Manager/Paraplanner

Cheyenne Drake

Career Profile

Cheyenne worked as an accounts assistant at a local accountancy firm before joining Active’s client support team in June 2015.

Studying hard while working full time, Cheyenne completed all of the relevant exams to gain the Diploma in Regulated Financial Planning in 2020.

Key Services

In her role as client support manager, Cheyenne works alongside a number of our financial planners in completing client applications for mortgages, pensions & investments.

Cheyenne also 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.

Qualifications

-Personal Taxation (R03, 2020)

-Financial Planning Practice (R06, 2020)

-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)

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.

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