Meet the Team
“I have a passion for ensuring that all my clients have a protection plan in place that meets their personal circumstances with protection cover that includes all the family.”
Local protection specialist offering protection advice
My role at Fortune Financial
My name is Lizzie and I am a Fortune Financial mortgage and protection adviser offering protection advice to customers in Bedfordshire and Hertfordshire. I pride myself in offering a friendly professional local protection service to all my customers, providing their whole family with financial security.
I joined Fortune Financial after having my daughter as I wanted to go self-employed to allow myself more freedom to work and be a mum. I chose Fortune Financial as the team have a real passion for what they do, they offer excellent client service and they take great care to go above and beyond for their customer.
I achieved my CeMAP mortgage exams and after many years in the insurance industry I also gained my Certificate and Diploma in Insurance.
I offer protection advise on a variety of protection policies, including life insurance, income protection, critical illness, children’s cover, and funeral cover. I always ensure these policies are written into trust to ensure the money pays out quickly to the right people.
Life outside of Fortune Financial
I met my now husband seven years ago and we will have been married for five years in 2023. I am also a mum to my daughter Amelia who is coming up to eighteen months old. My family are my motivation, and my protection advice role within Fortune Financial has given me an amazing work life balance and the ability to work around my daughter, so I don’t miss out on her growing up.
We have a fox red Labrador who will be four this year and we love nothing more than going for walks as a family.
In my spare time I keep fit by walking, running, and cycling, and I like spending time out in the garden where I grow some of my own vegetables. I also enjoy knitting and crochet.
“Rachel, Gemma & Cade helped with my Buy to Let Mortgage, they are very dedicated and helpful. Thank you for being so wonderful and gracious to me during the entire process! Thank you from the bottom of my heart for all of you. It has been a pleasure to work with all of you!”
“Mark, Gemma and the team helped me secure my mortgage on my first home. What I thought was going to be a stressful process, any worry was eased with the brilliant communication and knowledge at each stage. Extremely thankful for the excellent service, would highly recommend!”
“Fortune have arranged mortgage and associated insurances over the last six months and I've had nothing but positive experiences. They're extremely customer focused with each product tailored to me. The professional advice was a huge advantage and it was great to have the hassle of researching and comparing done for me.”