Our Financial Adviser Charlotte Strike, 25, joined Campbell & McConnachie in March 2019, qualifying as a Mortgage Adviser in December that year. Charlotte has since achieved her Level 4 Diploma in Regulated Financial Planning and is now able to offer advice on all areas of financial services.
Are you from Moray?
Yes, I grew up in Burghead. I lived there for 17 years until I moved to Glasgow for university. I also lived in Lisbon and spent summers in France before coming back home to Burghead after graduating.
How did you become a mortgage adviser?
It’s kind of a long story, after studying International Business with Economics at university I didn’t know what I wanted to do at all.
I always knew I’d go down the finance/numbers kind of route, so I started googling which financial firms were in the area. That’s when I found Campbell & McConnachie, I sent an email, bagged myself an interview and it all started from there.
I spent a lot of time shadowing the different roles here during my training and quite quickly felt a connection to the mortgage side of things.
And how far along are you?
So now I’ve passed four exams which has given me my Mortgage Advice CertCII (MP) qualification, so I’m fully qualified to advise on everything to do with mortgages.
The exams took about 260 hours of studying in total, which I was able to do in work time. I’ve shadowed the other advisers here for over ten months and I’ve done loads of role plays with them so now I’ve started taking on clients.
I’m now working towards my Financial Adviser qualification.
What’s the next step?
Next, I want to build up my own client list. Obviously, I’m just starting out, so one of the first steps is to get my name out there.
I’d particularly like to reach young people who perhaps might not think of going to a financial adviser for mortgage advice. I want to break down some of the traditional barriers to getting onto the property ladder.
Ultimately it’s about helping more people achieve their dream home!
What’s the best thing about your job?
The best thing about my job is knowing that I can really help people. Because I’m just starting out myself, I like to think that I’m someone that young people can relate to, although everyone here is really friendly.
It’s great to be part of such a knowledgeable and supportive team too. They’ve been really thorough with my training and it’s really inspiring to see all the thank you cards and great feedback they get from happy clients. It makes you realise that decent mortgage advice is literally life-changing!
If you could give one piece of advice, what would it be?
My one piece of advice would probably be that you don’t have to be ready to buy a house before making a start, you can be weeks, months or years away. Whatever your situation is, you’ve got nothing to lose by seeking some advice and finding out what your options are.
This part of our service is FREE. You can ask me anything, there are no silly questions when it comes to mortgages.
Don’t put it off. I think so many people are fixated around saving a deposit, they don’t even think about anything else. Saving up a reasonable deposit can take years, all while you may be paying out money to landlords!
BUT what I want to do is to get people thinking about things earlier, we can work out what price range you can afford and how much you need to save for your deposit. With a set goal in mind, it makes saving so much easier!
How can people find out more?
- You can make an appointment to pop into the office for a chat
- Call 01343 81400 to ask me a question over the phone.
- Or just ping me a message via our social media pages.
- Find us on Facebook and Instagram.
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