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)
