
A quick Q&A with Amy
How long have you worked in financial services?
I joined CD Financial seven years ago as an apprentice with no prior experience in finance. In 2020, I completed my Level 3 Business Administration apprenticeship.
How do you help clients?
I work alongside Ruth to submit applications and update clients. I also run the social media accounts.
What do you love most about your job?
The team! And creating funny team reels for social media. I also love being part of the client’s home-buying journey and helping them achieve this goal. It’s nice that clients come back to review their mortgages as their deals ends or circumstances change, as we get to know them on a more personal level.
What do you get up to on the weekend?
I love travelling, reading, and anything arts and crafts related.