Welcome to our meet the expert feature, where you’ll have the chance to get to know the people behind the series of events submitted as part of Huddersfield Business Week 2019.
Magdalena Kotz, Mortgage & Protection Advisor at Tailored Mortgages, is hosting a workshop alongside Sheards Accountants and Ridley & Hall. More info on Magdalena’s event can be found here.
Name, company and role:
Magdalena Kotz, Tailored Mortgages, Mortgage and Protection Adviser
What does your company do, and how does your role support the company goal?
Mortgage and protection advise – my role is to acquire new clients and advise them on the most suitable mortgage and/or protection.
What is your career background?
I have got an extensive background in finance, over 10 years working in financial services, over 6 years providing mortgage and protection advise to clients.
What makes your company stand out in your industry/sector?
I deliver excellent service to clients, am very responsive to their queries, offering of whole of market products including equity release. I provide clients with a great expertise in terms of mortgage and protection. I understand clients’ financial circumstances. I specialise in providing advise to business owners with complex income streams.
What is your proudest achievement since being with the company?
I have been approached by my ex-clients (from my employed period) to help them with their mortgage needs as they were very happy with the work I did for them previously.
What is your top tip for success in business/career?
Working closely with clients, being approachable and supportive/helpful – this should bring repeat business as well as referrals.
Why are you passionate about being located in Huddersfield?
I am proud to be helping the local community.
What do you enjoy doing when not at work?
Travel, visiting family in Poland, reading, theatre – musicals.