Susan Denny

Mortgage and protection adviser

Susan helps first-time buyers and home movers arrange their mortgages. She also advises on personal and family protection, helping clients think about how they would manage financially if their circumstances changed.

Susan's experience

Susan has worked in financial services since 2006. Her experience covers mortgage advice and personal and family protection, supported by qualifications in mortgage advice and business management.

She regularly helps first-time buyers and home movers, including people whose circumstances have changed since they last arranged a mortgage.

How Susan works with you

Susan takes time to explain the mortgage process in everyday language. She wants clients to understand their options and feel comfortable asking questions, particularly when they’re buying for the first time.

Once an application is underway, she keeps clients informed through to completion. Her clients particularly value those updates and her ability to make a complicated process easier to understand.

Qualifications

Certificate in Mortgage Advice

Chartered Insurance Institute (CII)

BA in Business Management

How Susan helped a home mover secure mortgage approval

The situation

A change in circumstances had affected a home mover’s affordability, leaving their mortgage application outside the lender’s usual criteria.

The approach

Susan reviewed the client’s circumstances and provided supporting information, asking the lender to assess the application individually.

The outcome

The lender accepted the application, allowing the client to proceed with their planned move.

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