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Cheryl Wagstaff

Dip PFS Paraplanner

Professional career

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.

Qualifications

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

CF1 – UK Financial Services, Regulation and Ethics

Out of the office

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!

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