- Years in the Industry: I started in the financial industry right after school in 2016 and became CeMAP qualified whilst at YesCanDo Money in 2021.
- Specialisations: First-time buyers and mortgage protection
- Certifications: Certificate in Mortgage Advice & Practice (CeMAP)
- Current Role: As a Mortgage & Protection Adviser, I’m all about helping people find the right mortgage and making sure they’re protected too. It’s not just about numbers and paperwork; it’s about understanding what my clients need and being there for them. Whether it’s guiding them to the perfect mortgage deal or helping them choose the right protection plan, I’m with them every step of the way. I love to keep things simple, friendly, and personal, and I’m always just a WhatsApp message, email, or phone call away. That’s how I do things here at YesCanDo, and I wouldn’t have it any other way!
- Previous Roles: For several years I worked at HSBC in investments and pensions before specialising in mortgages and protection.
Questions & Answers
Both of my parents work within the financial industry so I naturally leaned towards this area of work once I left school. Throughout my career, I tried multiple different areas including investments and pensions but with mortgages and protection I was always drawn to the thought of helping people find their first home and taking them through the full journey. From there I completed my CEMAP within a month and started helping all clients with various scenarios including remortgages, home movers and buy to let.
The most rewarding thing about my job is being able to help clients navigate and simplialise what can be a very complicated and scary process, especially for first time buyers. Being able to help someone get their lovely new home and to know I was on their journey with them is the best thing. Even better, when I receive a message with a picture of them outside their door holding those keys, it’s very heartwarming.
My working styles change with various clients and I will always go with a way that is easy and comfortable for them. This can include whatsapp, email, phone calls or even zoom
With being a young advisor I bring a fresh and new approach to Mortgage Advising and can relate to more clients on their journeys!
Megans Personal Interests and Hobbies
When I’m not busy at work, I love spending time with my sausage dog called Albert, going on long walks and enjoying the outdoors. I also cherish moments with my lovely friends and family, whether it’s a casual get-together or a festive celebration. And speaking of celebrations, I’m currently planning a wedding, so there’s always something exciting to keep me occupied. Life is never dull, and I wouldn’t have it any other way!
Trustpilot Reviews About Megan
Communication was great. I really liked that it we could communicate via whatsapp. Felt like I was chatting to my pal. Megan responds to messages promptly and is never too tired to answer any questions we had. We made her run several DIPs and she came through for us. She was so professional and very confident with our case. She told us our options and what we could get. Honestly, I am extremely pleased with my service. Thank you Megan. Suzanne was fantastic too. She completed all the next steps after the offer until we got our keys.
A Final Word from Megan
Building relationships with my clients is at the heart of what I do. I strive to be more than just an adviser; I want to be a friend who guides them through one of the most significant decisions of their lives. My approach is friendly and approachable, and I aim to leave a lasting impression that leads to recommendations from friends and family. It’s not just about closing a deal; it’s about making the journey memorable and ensuring that my clients feel supported every step of the way.