Meet the Team
“I enjoy being part of such a friendly, relaxed and positive mortgage broking team and feel valued for the work I do progressing mortgage applications for Fortune Financial clients.”
Mortgage & Protection Case Manager in Hitchin
My role at Fortune Financial Planning
My name is Natalie, and I joined the Fortune Financial Team in April 2023 as a Mortgage & Protection Case Manager.
My role here involves assisting clients with their mortgage applications by dealing with a variety of colleagues, clients, and other mortgage professionals, in particular liaising with mortgage brokers and protection advisors.
I support the progression of mortgage applications from initial instruction to obtaining the required mortgage offer, and then overseeing the case to completion. I manage a variety of mortgage cases and enjoy the daily interaction with clients and professionals. I work closely with my colleague Claudia to ensure that the process runs as effectively and efficiently as possible.
I previously worked within the legal sector and have knowledge of the Conveyancing process which is beneficial to my role here at Fortune Financial.
I really enjoy being part of the Fortune Financial team. There is a lovely mix of different personalities and the atmosphere here is always very positive, friendly, and relaxed. There is also a great sense of being a valued member of a lovely team.
Life outside work
I live locally with my four children and my dog, which keeps me very busy!!! During my many walks with my dog (crazy high energy working cocker spaniel!!!) I love to stop and chat to new people that I meet. In my spare time I enjoy walking, running, and going to the gym. I also enjoy socialising with close friends.
“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.”