Introducing Natalie Whittaker our Mortgage & Protection Case Manager

Thursday 6 July, 2023

Natalie joined the Fortune Financial Hitchin team in April 2023 as a Mortgage & Protection Case Manager. Natalie supports our mortgage broking team progressing our clients mortgage applications to ensure we continue to offer excellent client service to our clients. Natalie liaises with clients, mortgage professionals and other Fortune Financial colleagues to ensure the mortgage process runs efficiently and smoothly.

Mark Seddon, Fortune Financial Planning Advising Director in Hitchin, Hertfordshire said:

‘Welcome to Natalie who has joined our Fortune Financial mortgage and protection team. Our mortgage broking team in Hitchin is growing because of the number of new mortgage clients who are contacting us wanting to use a local mortgage broker for mortgage advice. Natalie’s role is to work alongside our mortgage broking team and assist them by progressing mortgage applications, so we always offer the best possible service to our Hertfordshire and Bedfordshire clients. Having an expert who can oversee difficult mortgage and protection cases will speed up the time it takes us to process mortgage applications and enable our mortgage broking team to act quickly if circumstance in the mortgage market change. The mortgage market continues to be difficult as rates rise, and mortgage lenders continue to pull products and change rates at short notice, so we recommend clients call for mortgage advice when their mortgage deal renews. Natalie has worked in the legal sector and understands the conveyancing process from a legal perspective, so this experience is invaluable for our mortgage broking team. We hope that our clients appreciate our focus on client service and our focus on always put their needs first.’

Natalie Whittaker, Mortgage & Protection Case Manager in Hitchin Hertfordshire said: 

‘I have just started working alongside the mortgage and protection brokers in Fortune Financial Hitchin and I am enjoying being part of the team. I enjoy my new role progressing mortgage applications for our Hitchin clients. There is a very positive atmosphere among the team, as everyone values the work we do. I work closely with all my Fortune Financial colleagues but especially Claudia Capper our mortgage and protection administrator. We both support the mortgage brokers to ensure all our mortgage applications progress as quickly as possible.’

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