Cheryl is no stranger to the operations and service delivery of the corporate world. Cheryl spent over a decade being responsible for designing and delivering account strategies to key corporate accounts whilst working for Lex Vehicle Leasing - now Lex Autolease (owned by Lloyds Banking Group). Cheryl’s path changed when she began a family and had to adapt her journey to accommodate her changing objectives. A move into financial planning allows Cheryl to utilise her commercial experience when she engages with corporate ‘providers’ on behalf of our clients.
Diploma Level
R01 - Financial Services, Regulation and Ethics
R02 – Investment Principles and Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R06 – Financial Planning Practice
Certificate Level
R05 – Financial Protection
CF6 – Mortgage Advice
CF1 – UK Financial Services, Regulation and Ethics
Cheryl has lived in the Windsor area all her life and enjoys a strong and vibrant social life with her family and friends, without shirking her parental responsibilities!