Milly Rees
Executive assistant
Milly supports clients once their mortgage application has been submitted. Working alongside your adviser, she keeps you updated, helps with questions and liaises with estate agents and solicitors through to completion.
Milly’s experience
Milly has worked in financial services since 2016. She brings an organised, calm approach to her role as executive assistant.
She particularly enjoys seeing a complicated case through to completion. The variety is one of her favourite parts of the job, with different questions to answer and details to work through each day.
What Milly helps with
Application progress updates
Mortgage and protection administration
Liaising with estate agents and solicitors
Client questions after submission
How Milly supports you
Once your application is underway, Milly is a point of contact for progress updates and practical questions. She works alongside your adviser, who continues to handle your mortgage and protection recommendations.
Milly brings an organised, calm approach to her work. When something needs sorting out, she enjoys finding out what’s needed and following it through.
Qualifications
Introduction to Home Insurance (PL3)
Chartered Insurance Institute (CII)
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