top of page


Your Protection & Mortgage Advisor

Profile pic.png


My name is Charlotte Story,

I have over 17 years experience in the financial services industry that coupled with my CeMap qualified advice will help you feel more at ease when searching for the most suitable mortgage or protection product. I have helped many customers with unusual circumstances, self-employed, contract workers, adverse credit histories, low deposits, help to buy and shared ownership. I will provide you with continuous support and updates and inform you every step of the way throughout the house buying or refinancing process. I also provide tailored advice to many protection policies such as life insurance critical illness short and long term income protection and family income benefit policies as a previous pure protection adviser i know how important it is to be not under insured but also not over insured the key is making sure your loved ones are looked after once you are gone but also for you to be able to upkeep your lifestyle should you suffer an accident or sickness.

My approach is focused on addressing your individual needs and financial situation. I’m knowledgeable, trustworthy, and always reachable. No matter the question, I’m here to provide answers.

bottom of page