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Charlotte Williams CeMAP (Mortgage & Protection Adviser)

Charlotte - Mortgage and Protection Adviser

Charlotte Williams

Mortgage & Protection Adviser
Having accumulated extensive experience in mortgage services, I possess a strong ability to think independently and creatively to ensure the best journey and outcome for customers. I am a natural rapport builder with a likeable, trustworthy, and positive attitude. My curiosity for problem-solving, analysing trends, and acquiring knowledge enables me to work well under pressure and manage complex workloads within a regulated environment.

Industry Details

  • Years in the Industry: Since 2017, with specific roles in mortgage advisory since 2021.
  • Specialisations: Mortgage advisory, property trends analysis, regulatory compliance, customer relationship management.
  • Certifications: Qualified Mortgage Advisor since 2021.

Professional Experience

  • Current Role: Joining YesCanDo has been an amazing experience in my career. The constant stream of new inquiries, especially those from happy client referrals, keeps my work exciting and rewarding. It’s a pleasure to be part of a company with YesCanDo’s exceptional reputation for 5-star service and a fee-free approach. The dynamic atmosphere here, combined with a strong focus on personalised client care, aligns perfectly with my values. Since joining YesCanDo, I’ve truly understood why the company has recieved over 1000 5 star Trustpilot reviews.


Previous Roles: 

  • Senior Mortgage Advisor, Connells, Eastleigh — 2021 – Present
    Building relationships with clients, identifying suitable mortgage and protection solutions, and providing financial advice. Analyzing rates and property trends while operating within a regulatory environment.
  • Lettings Manager, Connells, Eastleigh — 2020-2021
    Grew a successful lettings business by building and maintaining relationships with landlords. Achieved KPIs, coached and developed team members, managed accounts, set budgets, and handled profit and loss responsibilities.
  • Senior Lettings Negotiator, Leaders, Waterlooville — 2019-2020
    First point of customer contact, qualified suitability, and assisted in property searches. Knowledge of compliance and regulations within a lettings environment, meeting KPIs, managing a diary, and handling a fast-paced workload.
  • Lettings Negotiator, Your Move, Havant — 2018-2017
    First point of customer contact, qualified suitability, and assisted in property searches. Knowledge of compliance and regulations within a lettings environment, meeting KPIs, managing a diary, and handling a fast-paced workload.
  • Customer Contact Agent, Ultimate Insurance Solutions, Portsmouth — 2017-2018
    Started as an inbound sales agent for pet insurance, possessing comprehensive knowledge of multiple providers’ policies. Specialised in policy retention and upgrades as part of the outbound MiPet team, also trained in claims.

Questions & Answers

I’ve always been drawn to numbers and problem-solving, and my career in mortgage advising allows me to combine these passions with my desire to help people. Since becoming a Mortgage Advisor in 2021, I’ve found great satisfaction in guiding clients through complex financial decisions and making their homeownership dreams come true.

The most rewarding part of my job is seeing the joy on my clients’ faces when they secure their dream home. Knowing that I’ve helped them make informed financial decisions and navigate the mortgage process smoothly gives me immense satisfaction.

I start by building a strong rapport and truly understanding their individual needs and goals. This personalised approach allows me to tailor my advice and find the best mortgage solutions that align with their priorities and circumstances.

My commitment to providing a helpful and friendly customer experience, along with my ability to empathise with clients and simplify complex financial concepts, sets me apart. I pay close attention to details while also keeping the bigger picture in mind to ensure the best possible outcomes for my clients.

Charlotte's Case Studies

Charlotte's Personal Interests and Hobbies

Outside of work, I enjoy engaging in various creative and relaxing activities. Crocheting is one of my favorite pastimes as it allows me to express my creativity and unwind. Spending time with my cat brings me a lot of joy and comfort. I also love cooking and experimenting with new recipes, which combines my passion for food with my love of trying new things. Staying active is important to me, so I often start my day with a gym workout, most of the time, to keep both my mind and body fit. Additionally, I cherish socialising with my close group of friends, enjoying their company and creating lasting memories.

Amazing Trustpilot Reviews

Charlotte's Mortgage Guides

RICS Home Survey Level 3 Guide

RICS Home Survey Level 3 Guide (Full Structural)

Purchasing a property is a significant investment, making it crucial to understand its condition before finalising your decision. This is where the RICS Home Survey ...
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RICS Home Survey Level 2 Guide (HomeBuyers Survey)

Before purchasing any property, understanding its condition is of utmost importance. That’s where an RICS Home Survey Level 2, also known as a HomeBuyer survey ...
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RICS Home Survey Level 1

RICS Home Survey Level 1 Guide (Condition Report)

The purchase of a property can be an enormously costly commitment, so understanding its condition before making your investment decision is essential. This is where ...
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Building Survey Quote Guide

Home Survey Quotes & Costs Guide: Building Survey Quote

Home buying can be a considerable financial investment, and to protect it you need a detailed inspection of the property condition. Home surveys play a ...
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Flying Freehold Mortgage

Getting a Flying Freehold Mortgage

If during your search for a dream property, you discover the home you want to buy is a flying freehold, you might be worried about ...
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UK top lenders and banks are now offering loans for properties that require cladding remediation.

UK top lenders to start lending on cladding properties

Homeowners in England who have been impacted by the cladding crisis may now have the ability to sell or refinance their homes as six major ...
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