Kelsey Hastie

As a Mortgage and Protection Advisor, I genuinely enjoy helping clients find the right solutions—especially when their circumstances are more complex. Whether supporting first-time buyers, guiding clients through remortgages, or arranging tailored protection plans, I focus on creating personalised strategies that truly fit each individual’s needs.

What sets my approach apart is how I combine efficiency with genuine care. I’m known for being “on it” because I like to keep things moving smoothly, but my focus is always on giving clients a personable, attentive experience. Communication is central to how I work—I keep clients informed at every stage so they always know what’s happening and why.

For clients with unusual or complex financial situations, I work closely with lenders to identify the most suitable options. I take what can feel overwhelming and make it clear, structured, and manageable. My goal is to take the stress out of the process by guiding clients step-by-step, handling the details, and making sure everything is explained in plain, easy-to-understand language.

All clients are different, so I take the time to understand their priorities, lifestyle, and long-term goals before recommending any mortgage or protection plan. Whether it’s life cover, income protection, or critical illness insurance, I focus on providing peace of mind through solutions that feel right for them—not just standard policies.

Ultimately, confidence comes from clarity. I ensure every client fully understands their options, the benefits, and any potential drawbacks before making decisions. My aim is that each person I work with feels supported, informed, and confident—knowing they’ve made the right choice for their future.