Kristina Jeffery
Principal Mortgage & Protection Advisor
Kristina Jeffery is Askaig Newington's Principal Mortgage & Protection Adviser.
With her extensive experience and profound understanding of the financial landscape, Kristina is dedicated to providing comprehensive guidance and support to our clients.
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"Whether your fixed rate is coming to an end or you’re considering moving home, I provide independent, whole-of-market mortgage advice to get you the best outcome for your circumstances.
My advice spans the whole family, so if your children are taking their first steps on the property ladder, or your parents wish to downsize or release equity, I can help them make the right decisions".
Qualifications
Kristina has the following qualifications from the Chartered Insurance Institute:
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Certificate in Mortgage Advice
Before appointing a financial planner, it's extremely important to make sure that they are appropriately qualified and authorised.
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All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and appear on their register. You can find Kristina's entry on the FCA Register here.
Kristina's Q&A
How did you get started in financial planning?
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My career in financial services started as an office administrator in Muswell Hill in 1999. I had applied for two jobs, one in travel and one in financial services and got offered both.
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It was a real sliding doors moment, and I opted for financial services, with no prior experience.
What does a typical day look like?
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After walking my dog, my typical workday will include either face-to-face or virtual meetings with my clients, reviewing the markets, processing of client’s mortgages, protection and then dealing with the back-office work and administration of my clients' cases.
What do you enjoy most about your role?
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Without a doubt the thing I enjoy most is helping and building a rapport with my clients.
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I am a people person, so I get great satisfaction in finding solutions for my clients for any mortgage requirement or protection planning.
What are the biggest challenges?
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I enjoy taking on new challenges and I like to find a resolution around difficult situations.
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For me I would say the biggest challenge is when the mortgage markets are turbulent, which it has been in the recent 18 months.
Operations Manager
What do you do outside of work?
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I love to scuba dive, although I am most definitely a fair-weather scuba diver. I like to find a destination somewhere hot and immerse myself in the ocean.
So if I am not planning a break to a new country, I am spending time at the gym or with my dog, my two daughters, and my grandson.
If you weren't a financial planner, what would you be?
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That’s an interesting question, as I love to travel. As a child I wanted to be an air stewardess. So the ideal job would be a travel writer.
However, if I was to retrain now it would be doing something which helps people personally, maybe as a personal trainer or a therapist.