Cheyenne Drake

Certs CII (MP & ER)

Client Support Officer

Cheyenne Drake

Career Profile

Cheyenne joined Active as Client Support Officer in June 2015.  Prior to this, she worked as Accounts Assistant at a local accountancy firm.  Cheyenne was thrilled to join Active as she has a long term aim of becoming an IFA.  We are happily supporting her in this, and she has passed several exams in the last year.

Key Services

In her role as Client Support Officer, Cheyenne works alongside a number of our Financial Planners to support them and their clients.  She has proven herself to be a very fast learner, and has recently qualified as a Mortgage Adviser which takes her one step closer to fulfilling her dreams of becoming a Financial Adviser.

Qualifications

– 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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…