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Lucy Wilkinson

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About Lucy Wilkinson

Mortgage and Protection Adviser

Specialisms

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

I am a Whole of Market Mortgage and Protection Adviser for Fort Advice Bureau. I joined Fort 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.

 

I live in Essex with my partner and our son. In my free time 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