Mortgage & Protection Support

Katie has been with CFP since 2011, having joined after leaving University.

She joined as part of the apprenticeship scheme which she completed successfully; She has gone on to pass the General Insurance exams (CeRGI) and more recently the Mortgage exams (CeMap).

Katie works closely with the Mortgage Advisers here at Cotswold, with the idea of becoming an adviser herself in the near future.

When she joined Cotswold she was quite nervous speaking with clients and mortgage providers but is now the central point of contact for new enquiries, all our mortgage clients and speaks with the lenders daily. Since being at Cotswold her experience has grown along with knowledge of all aspects of mortgage and home buying processes.