Meet the team

Directors & Advisers

Charlotte Smith


Mortgage Adviser

I specialise in Mortgages and Protection and love the personal, face-to-face element of the advice process. Offering a bespoke service, I enjoy working closely with my clients to help achieve their goals, whether that be purchasing their first home, moving home, or a re-mortgage.

I pride myself on treating every client equally, always offering the best advice for their circumstances and financial situation, and helping them through from initial enquiry to mortgage completion.

Offering a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, I work with my clients to find the most suitable rates and progress with their desired property plans in a cost-effective manner.

I am also able to provide access to independent protection advice for both individuals and businesses, helping to give clients peace of mind and prepare for the unexpected.

I am passionate about giving back, so am heavily involved in our charity events. We are proud to have supported multiple charities over the years, including Rutland Sailability, Cancer Research, Warning Zone and a number of other local organisations and hospices such as Sunflowers, The Mustard Seed Project, Solving Kids’ Cancer, The Harley Staples Cancer Trust and Education for Children.

The areas I specialise in are:

Your home may be repossessed if you do not keep up repayments on your mortgage.