Senior Mortgage and Insurance Administrator

Amy Lewis

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.

And now for some quickfire questions

What’s your favourite holiday destination?

Machu Picchu and the Amazon rainforest.

What’s your go-to karaoke song?

‘Bohemian Rhapsody’ by Queen.

What's your go-to dish?

Cheesy pasta.

What's one fact about you that most people wouldn’t know?

I make stained glass.

Here to help you

Claire Dentith
Claire Dentith

Chartered Financial Planner and Director

get to know Claire
Leanne Tolley
Leanne Tolley

Financial Planner

get to know Leanne
Leanne Charnley
Leanne Charnley

Mortgage and Insurance Adviser

get to know Leanne
Hannah Eades
Hannah Eades

Pension and Investment Administrator

get to know Hannah
Ruth Evans
Ruth Evans

Mortgage and Insurance Administrator

get to know Ruth
Lyndsay Taylor
Lyndsay Taylor

Pension Administrator and Office Manager

get to know Lyndsay
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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