Kerry T

Kerry Taylor

Mortgage Assistant & Administrator
A few of my favourite things…

Favourite Holiday: Love to travel, too many favourites to choose from, my top 3 holidays would be – Caribbean cruise, Bali and Lake Garda.

Favourite Film/Boxset: Love rom-coms and action films. Recently watched the Queens Gambit, Firefly Lane and Schmidt Creek on Netflix which I loved.

Favourite Food: Thai, Chinese and Italian

Favourite things to do in my spare time: Meeting up with family and friends, going for a meal and a few wines, travelling, walking, keeping fit and I love to shop!

Kerry is one of our Mortgage Assistant & Administrators who joined the expanding Mortgage side of our business in early 2021. She gives our Mortgage & Protection Advisers, along with our clients, vital support - keeping our client experience levels high (5-star rated by our clients*) and our Mortgage clients in the know regarding the process of their application.

Kerry’s experience in Financial Services is expansive and began back in 2002 over in Dublin where she worked for Liberty Asset Management. With a move back to Scotland, Kerry worked as a Mortgage Administrator for the Mortgage Advice Company based in Glasgow. Here she gained invaluable experience submitting and processing mortgage applications, creating suitability letters, life insurance and general insurance. Further roles across central Scotland gave Kerry the ability to expand her knowledge and experience further; including roles where customer service and relationship building were key. Before she joined PW & Partners, Kerry had been promoted to Customer Support Manager within Buildstore’s (Self-build Mortgage Provider) expanding team. Here she would build solid relationships with clients from the point of loan offer until the property completed which could last around 2-3 years.

Her role within PW & Partners pulls in and harnesses all Kerry’s previous experience. Her typical day revolves around preparing files for client appointments; sourcing mortgage products on behalf of the Advisers; submitting agreements in principle; submitting mortgage applications; gathering supporting documents and information to support mortgage applications and obtaining loan offers until mortgage funds are released to solicitors.

Kerry’s overall understanding within the mortgage market from development finance (people building property for profit) to Self-Build finance and Residential to Buy-to-let is fantastic. She takes great pride in excelling in the service she provides to our clients.

Friendly, compassionate, reliable and conscientious, Kerry is a welcomed addition to our growing Mortgage & Protection service offering and overall team.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

*Based on client feedback figures from August 2015 to April 2022

Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

0131 385 7477

Social

We would love to hear from you to see how we could help.

Please fill out the contact form below and a member of our team will be in touch soon.

PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.

Sign up now!

Please select one or both of our Newsletters.

Sent every few months, this newsletter shares relevant information, insights and local experts with you to help support your overall wellbeing - the financial aspect of that being just one element. We also work with small local wellbeing businesses to bring you bespoke client offers on their products/services.

Sent when we have something to share, our Business Edit will contain updates on the industry, helpful insights on the services we offer, important reminders, upcoming events, news about our business and/or team and any other good news we want to shout about!

PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.