A Little About Me
I started my journey in financial services seven years ago through an apprenticeship and have been building my knowledge and experience ever since. I’m now CII-qualified in mortgages and protection, and I currently support the advisory team while I prepare to take on my first clients. Being in a hands-on role has given me a great grounding in both the technical side of the job and the day-to-day realities of helping people through big financial decisions.
I’ve always enjoyed working with people, and I take real pride in my communication skills and attention to detail. I believe trust and empathy are key to what we do, and I try to bring that into every part of my work—making sure things run smoothly for both clients and colleagues.
I’m based in Bracknell, Berkshire, and also spend one day a week in our Bournemouth office, mainly supporting clients and the wider team online.
Who I Work With
Right now, I support our advisers by helping to prepare and manage cases across a range of clients—from first-time buyers to those looking at protection options. I work closely with both the team and our clients, which has given me a clear understanding of the full journey. It’s been a great way to build confidence and skills whilst stepping into the adviser role myself.
My Mortgage Superpower
If I had to pick a superpower, it would be communication. I’m all about keeping things clear, calm, and well-organised—whether I’m working directly with clients or supporting behind the scenes. I know how much it means to feel supported and understood during important life moments, and I do everything I can to make that experience a positive one.
Me Outside Delta
Outside of work, I enjoy staying active and spending time with friends. Whether I’m playing badminton, heading to the gym, or going out for dinners, these moments help me stay balanced and motivated.
I also love exploring new places, whether that’s a weekend trip somewhere new, going abroad, or just discovering a great local spot I haven’t tried before. I’m always up for a good catch-up, a nice meal, or something active that gets me moving. Life outside work is all about enjoying the little things, staying connected with people, and making space to recharge.
Hear from happy people
Your property could be at risk if you do not keep up repayments on a mortgage, or any debt secured on it.
