Stephanie Morgan Cemap

Stephanie Morgan Cemap Email and Phone Number

Mortgage Broker @ Mortgages ONE Stop
Dunfermline, GB
Stephanie Morgan Cemap's Location
Dunfermline, Scotland, United Kingdom, United Kingdom
About Stephanie Morgan Cemap

After four years in the banking industry, I have expanded my knowledge from Mortgage Advice to continue my career into Holistic Financial Planning. I provide face to face advice while building long lasting relationships that make my clients feel at ease as we help to achieve their financial goals and dreams.The areas I am able to help my clients with are:> Retirement planning> Protection policies> Savings and Investment Planning> Inheritance Tax Planning>Mortgage AdviceIn my spare time I enjoy spending time at the gym and furthering my studies in Financial Planning. I am currently studying to provide equity release* advice. To contact me please send me an E-mail to stephanie.morgan@sjpp.co.uk or phone at 07545929037Your home may be repossessed if you do not keep up repayments on your mortgage* This is a lifetime mortgage or home revision plan. To understand features and risks associated with such products, please ask for a personalised illustration.

Stephanie Morgan Cemap's Current Company Details
Mortgages ONE Stop

Mortgages One Stop

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Mortgage Broker
Dunfermline, GB
Website:
mortgagesonestop.co.uk
Employees:
1
Stephanie Morgan Cemap Work Experience Details
  • Mortgages One Stop
    Mortgage Broker
    Mortgages One Stop
    Dunfermline, Gb
    View
  • First Mortgage
    Mortgage Consultant
    First Mortgage Mar 2020 - Present
    Edinburgh, Scotland, United Kingdom
    View
  • A.S.K. Wealth Management Llp, Partner Practice Of St. James'S Place
    Financial Advisor
    A.S.K. Wealth Management Llp, Partner Practice Of St. James'S Place Jun 2019 - Mar 2020
    Glasgow, United Kingdom
    After four years in the banking industry, I have expanded my knowledge from Mortgage Advice to continue my career into Holistic Financial Planning. I provide face to face advice while building long lasting relationships that make my clients feel at ease as we help to achieve their financial goals and dreams.The areas I am able to help my clients with are:> Retirement planning> Protection policies> Savings and Investment Planning> Inheritance Tax Planning>Mortgage Advice
  • Financial Service
    Associate Partner
    Financial Service Nov 2018 - May 2019
    Edinburgh, United Kingdom
    Helping the general public have a secure future through protection and investment advice.
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  • Tsb Bank
    Mortgage Advisor
    Tsb Bank Jan 2018 - Jun 2018
    Dunfermline
    Mortgage Advisor covering Alloa & Rosyth branch. My focus of members ensures that we do right first time
    View
  • Nationwide Building Society
    Personal Banking Manager Nnow
    Nationwide Building Society Jul 2015 - Jan 2018
    Dunfermline
    I moved into this role in July 2015 and have gained a vast amount of experience from this. I am part of a department called Nationwide NOW, which is the first of its kind in the UK. I am one of only a hand full of people in the UK who can do my role. Using technology, I connect to over 400 branches throughout the UK and help their customers achieve their dreams. Whether it be insuring their first home or paying for their dream wedding, I am the person who is there to help make their dreams a reality. I manage several branch relationships by having morning meetings through our technology to encourage our branches to do what is right for our customers and also train these branches to get the best out of what we have to offer. During my journey with Nationwide NOW I have received support in completing my CeMap qualification. We take part in multiple trials and strive to build relationships throughout the branch network.
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Stephanie Morgan Cemap Education Details

Frequently Asked Questions about Stephanie Morgan Cemap

What company does Stephanie Morgan Cemap work for?

Stephanie Morgan Cemap works for Mortgages One Stop

What is Stephanie Morgan Cemap's role at the current company?

Stephanie Morgan Cemap's current role is Mortgage Broker.

What schools did Stephanie Morgan Cemap attend?

Stephanie Morgan Cemap attended The London Institute Of Banking & Finance, Fife College.

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