Danni Rasor

Mortgage and protection adviser

Danni helps homeowners whose mortgage deals are ending, people moving home, and landlords arranging buy-to-let finance. She also advises on protection for individuals and families.

Danni Rasor, Chris Herrett, Mortgage and protection adviser

Danni's experience

Danni began her financial services career in 2006, starting on the cashier desk at Halifax. She credits the training she received at Lloyds Banking Group with teaching her to keep the client’s interests at the centre of her work.

Alongside advising clients, she has volunteered through the Working in Mortgages initiative, helping develop website content and training for advisers entering the profession.

How Danni works with you

Danni jokes that she’s a “professional hand holder”. She wants clients to receive the same care and attention she would want for her own family.

For her, that means being open and honest, getting to know the people she’s advising and listening to their plans. She particularly enjoys talking through a home purchase and helping clients consider how to protect their family.

Qualifications

Certificate in Mortgage Advice and Practice (CeMAP)

How Danni helped a family refinance

The situation

A family had built up significant debt while improving their home. Their existing borrowing and credit history made it difficult to find a high-street lender willing to consider their application.

The approach

Danni explored lenders beyond the high street and found one willing to consider the family’s circumstances and offer a refinancing solution.

The outcome

The family reduced their monthly outgoings through refinancing, easing the pressure on their household finances.

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