Zoe Graham Cert RBCB CeMAP CeRER
Independent Mortgage Adviser CertRBCB, CeMAP, CeRER
Working in Somerset, predominantly within a 50 mile radius of her home, supporting towns such as Bridgwater, Taunton, Street, Glastonbury, Wells, Weston-Super-Mare and the surrounding areas, Zoe has the ability to offer specifically tailored mortgage and insurance advice suited to her clients individual needs.
Priding herself on her friendly, supportive and seamless service, Zoe will strive to provide the best customer experience whilst adapting her communication style to fit with her clients day to day lives and how little or often they want contacting.
Experience and background
Zoe has spent her career since 2002 working for a high street bank with the majority of her time being spent in a managerial capacity, moving into the Mortgage Adviser role in 2015. Seeing a client achieve their goal, collect their keys to their new property or have the ability to improve their existing home and to know that she has supported her clients through what could be a daunting situation for some, is what she thrives on.
In addition to being CeMAP qualified Zoe is also qualified to advise on Lifetime Mortgages, alternatively known as Equity Release.
- Mortgage advice. A range of mortgage advice, including residential, buy to let, holiday let, second home, self-build and bridging finance. Specialist lending, such as adverse credit and shared ownership, equity release also known as Lifetime Mortgages.
- Financial protection. Advice on a range of personal and family financial security products. These includes life assurance, critical illness cover and income protection.
Zoe offers a flexible approach and appreciates that her clients have day to day lives. This is why face to face meetings can be held at an agreed location and time to suit her clients as well as the option of receiving a telephone advice service from Zoe meaning that clients can receive Zoes support up and down the UK.
What our clients say
At TFA we seek client feedback via the independent review platform Feefo, which collects real reviews from real clients. You can read all the reviews for TFA by clicking on the Feefo link below.
Zoe’s mortgage advice service is available in Bridgwater, Taunton, Minehead, Shepton Mallet and Glastonbury. Her reach covers much of Somerset, including the many other towns and villages in this region such as Wells, Yeovil and Chard. You can arrange for Zoe to visit you at home, at your place of business place, or other locations. Zoe also offers telephone-based advice, allowing you to call on her expertise remotely from anywhere in the UK.