Charlotte Lewis-Merry

Charlotte Lewis-Merry

Mortgage & Protection Expert

Charlotte is a highly respected Mortgage and Protection Expert and as an independent broker is able to search the market, offer clients a wider choice of options and provide the best mortgage for their specific needs.

WHY BOOK WITH CHARLOTTE

  • Offers wide range of mortgage options
  • Works with all types of clients
  • Customer focused
  • Independent broker
  • Provides specialist mortgages
  • Financial planning products
Charlotte Lewis-Merry - Mortgage & Protection Expert
Open QuoteClose Quote

We have purchased properties through a new business and personally with Charlotte’s help and have always received great advice and secured very competitive rates. We’re very happy with the advice and support provided and would highly recommend Charlotte!

- Rebecca, Caerleon

I approached Charlotte because I needed a specialist mortgage because of my circumstances. Charlotte supported the whole process and overcame all the obstacles that cropped up along the way. I could have lost everything if it wasn’t for Charlotte helping me the way she did, she was just as pleased and excited as I was when it all went through which showed her level of commitment to me and my situation. Thanks to Charlotte I have re-mortgaged the house into my sole name and paid off all debts while also rebuilding my credit score. 

- Craig, Blackwood

I was a first time buyer and confused with the system in how to get the best deal for me. Charlotte explained the best way to look for and buy a property, advising me each step of the way. Like many first time buyers, I was intrigued by the first time buyer offers at the time, and after talking to Charlotte she helped guide me to the best deal for me and my circumstances. Charlotte put me at ease always going that extra mile, navigating and coaching me through the process. I will definitely be reaching out again when my mortgage is up for renewal. Charlotte was amazing.

- Melissa, Cardiff

FULL BIOGRAPHY

Charlotte is a qualified financial planner who specialises in mortgages and protection and has earned an excellent reputation for providing excellent customer service. In what can be a complicated and confusing sector Charlotte listens to her client’s circumstances and needs while providing valuable advice for their most important financial commitment of their life. She helps an array of clients including first time buyer, home movers, re-mortgagers and those in the buy to let market. As an independent broker Charlotte is not tied to any mortgage provider and can therefore, offer clients a wider choice of options and the best available deals.

Charlotte is DipFA, CeMAP and MIFS qualified who started out working for Stephen L Atwell Independent Financial Advisers eight years ago before joining Vital Financial Planning in 2020. Charlottes takes great satisfaction in helping clients achieve their goals, whether that be their first home, forever home or retiring early.

Outside of work I enjoy being outdoors, walking my dog, climbing local mountains, coaching my local mini rugby team, or camping with friends and family.

BOOK WITH FIND A BUSINESS EXPERT

When you contact an expert through our website, you can do it with complete piece of mind. All experts on FaBE have been through detailed checks to ensure they have the experience and skills to deliver a great service to our users. Find out more on our Trust page.

Rosette
TRUSTED
Rosette
TESTED
Rosette
QUALIFIED
Rosette
VERIFIED

READY TO GET IN TOUCH WITH CHARLOTTE?

CLICK HERE TO SEND A MESSAGE