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Charlotte Williams Cert CII (Mortgage & Protection Adviser)

Charlotte - Mortgage and Protection Adviser

Charlotte Williams

Mortgage & Protection Adviser
Charlotte Williams is a Cert CII qualified Mortgage & Protection Advisor. Her career in the property industry began in 2017 as an Estate Agent, where she developed a strong foundation that led her to transition into financial services and mortgages. At YesCanDo, Charlotte provides dedicated and thoughtful guidance to clients navigating their mortgage and protection needs. Her logical yet compassionate approach ensures that each individual, from first-time buyers to investment landlords, receives a tailored financial solution.

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

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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