Penny Khaing

Job Title: Mortgages and Family Protection

Penny is a qualified financial adviser with experience in General Insurance and mortgages. She is primarily interested in mortgages and is a great advocate of searching the whole of market to find the plan that best meets clients’ individual needs and circumstances.

Penny holds the following qualifications/ designations:

  • Oxford Brookes University- BSc (Hons) in Accounting and finance
  • A chartered certificated accountant (member) of Association of Chartered Certified Accountant
  • A CeMAP qualified mortgage advisor
  • A DipFA (diploma for financial advisors) holder from the London Institute of Banking and Finance
  • A member of the London Institute of Banking & Finance.

Specific skills:

  • Assisting clients with their home insurance and protection requirements.
  • Explaining clients in plain English, cutting through jargon so clients understand options.
  • Doing administration behind the scenes paralegal work in getting the correct documents to clients.
  • Providing services to clients which will guide them through every step of the mortgage process.
  • Technical understanding and knowledge of General Insurance, Home insurance and Let property insurance