Stephanie Thayer

Mortgage Adviser
Connect with Stephanie
Edinburgh
StephanieThayer

Stephanie has been working as a Mortgage and Protection Advisor in the Progeny Mortgage team since 2022. Her role is to support Wealth clients and their families with their home ownership needs, whether that’s buying a new property or looking at better rates for an existing home. Stephanie advises clients all over the UK and, being based in Edinburgh, also has a strong understanding of the unique Scottish housing market.

A typical day might see Stephanie meeting with a new client, checking on current mortgage applications, researching lender rates, and reviewing or completing documents on behalf of a client. Her favourite part of the job is building close relationships with each client, supporting them through their mortgage journey and finding the perfect solution.

Alongside her professional role, Stephanie is building her technical knowledge through industry qualifications. She has already achieved her CeMAP Level 3, the Certificate in Mortgage and Practice, and is currently studying towards the Chartered Insurance Institute, Financial Protection RO5 qualification, to increase her knowledge further.  

When not working and studying Stephanie enjoys taking part in her local parkrun, going to the cinema, and listening to live bands. She also has a hidden talent writing poetry and can sometimes be found at Edinburgh literary open mic events, performing her own work!

Insights from Stephanie

NB – 1920 – Downsize in retirement
Financial planning
Should I downsize in retirement?
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StephanieThayer
By Stephanie Thayer
1st October 2024

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