Curtis Chen's Qualifications

  • CeMAP Certificate in Mortgage Advice and Practice

Curtis Chen

Senior Mortgage & Protection Adviser

“I love ensuring my clients have adequate financial protection for their family needs.”

About Curtis

I have more than 30 years’ financial services experience, 20 years of which have been spent as a mortgage adviser.

I offer advice for all areas of property purchase finance and work with clients of varying ages and home-buying experience.

I’m married with two daughters and live in Kingswinford. In my spare time, I enjoy spending time with my family, holidays, eating out, and walking. I’m a Wolves supporter and a single malt whisky fan – I have a small collection and have visited a few distilleries in Scotland.

Qualifications

  • CeMAP Certificate in Mortgage Advice and Practice

Curtis in the spotlight

My proudest moment as an IFA was:

Helping a client with a serious illness make a health insurance claim enabling them to pay off their mortgage in their hour of need.

The three things I love most about my job are:

Helping first-time buyers get onto the property ladder, giving my clients bespoke advice, and ensuring my clients have adequate financial protection for their family needs.

The types of people I most enjoy working with are:

People of all ages and experiences looking to buy a home.

Fancy a chat? How about a cuppa?

Ask us a question and take your first steps on the journey towards achieving your homebuying or financial goals.

    Please tick how you would like us to contact you.