
Charlotte Williams
- [email protected]
- Cert CII Qualified
- 033 0088 4407
Industry Details
- Years in the Industry: I started within Estate Agency in 2017 and became Cert CII qualified in 2021.
- Specialisations: First Time Buyers, Investment Landlords, Home Movers, Property Trend Analysis
- Certifications: Chartered Insurance Institute – Certificate in Mortgage
Advice
Professional Experience
- Current Role: Joining YesCanDo has been a career highlight. The consistent influx of new inquiries, particularly those stemming from satisfied client referrals, makes my work both stimulating and fulfilling. I’m proud to be part of a company renowned for its exceptional, 5-star, fee-free service. YesCanDo’s dynamic environment and emphasis on personalized client care align perfectly with my professional values. Since joining the team, I’ve gained a firsthand understanding of why the company has received over 1,000 5-star Trustpilot reviews.
Previous Roles:
- Senior Mortgage Advisor -Connells
- Lettings Manager – Connells
- Senior Lettings Negotiator – Leaders
Questions & Answers
Why did you choose a career in mortgage advising?
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.
What do you find most rewarding about your work?
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.
How do you approach working with new clients?
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.
What sets you apart from other mortgage advisors?
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
Case Study 1:
Guiding a First-Time Landlord
Case Study 2:
Securing a Mortgage for a Self-Employed Client
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.