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Lucy Wilkinson

Mortgage and Protection Adviser

With the support of Charles Derby Mortgage Bureau, I am confident I can offer advice in any mortgage area.

Lucy Wilkinson specialisms

  • First time Buyers
  • Home Movers
  • Remortgages
  • Shared Ownership

I am a newly qualified Whole of Market Mortgage and Protection Adviser for CDMB. I joined Charles Derby Mortgage Bureau as they offer so much support to ensure I give the best advice to my clients.

I began my career working in retail banking and worked in branches across Essex and in Canary Wharf. After I left banking I qualified as a bookkeeper and have spent the last ten years working in this sector helping local businesses.

Personal Section

I live in Essex and spend my free time with friends or family including my partner and his two children. I love reading, live music and theatre and have recently tried roller skating for the exercise, but my balance needs some work!

Qualifications

  • Certificate in Paraplanning and Financial Administration
  • Certificate in Mortgage Advice and Practice
  • Level I Certificate in Basic Bookkeeping
  • Level II Certificate in Manual Bookkeeping
  • Level II Certificate in Computerised Bookkeeping
  • Level III Diploma in Completion of Self-Assessment Tax Returns
  • Level III Diploma in Payroll Management
  • Level IV Certificate in Preparing and Submitting Final Accounts under FRS105

Speak with Lucy on 0330 094 5476

or email cdmb@charlesderbymb.com

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