Meet the Team
“I really enjoy liaising with our clients and building relationships to ensure that we provide the best service possible to new and existing clients looking for both Income Protection and our complimentary Will service that we offer.”
Gemma Simpson
Financial Assistant
My role at Fortune Financial
My role is predominantly customer service, in our Hitchin office, focussed on ensuring that our clients receive the best possible service and guidance in choosing the financial protection product that is right for them and their families.
A key priority of my role is being the first point of contact for our client’s initial Protect a Trader enquiry for Income Protection. This product is proving extremely popular as it provides certainty for people who want to ensure that their income is protected in unforeseen events which given the environment, we are in today is essential for their peace of mind.
I am the newest member of staff at Fortune Financial, based in Hitchin, but already really feel part of the team where we all share the same goal of providing excellent customer service.
Life outside of Fortune Financial
Outside of work, I am a wife and mother to our three daughters. A lot of my spare time is spent travelling and watching our girls compete in Freestyle Disco dance competitions, which takes us all over the country.
Interior design has always been a key interest of mine and I recently undertook the project management of the build of our family home. I also enjoy walking in the countryside with our Cockapoo, Coco, and am a keen gardener. I particularly love Sundays where we spend quality time together as a family, going for long walks and cooking large family roast dinners.
“Rachel, Gemma & Cade helped with my Buy to Let Mortgage, they are very dedicated and helpful. Thank you for being so wonderful and gracious to me during the entire process! Thank you from the bottom of my heart for all of you. It has been a pleasure to work with all of you!”
“Mark, Gemma and the team helped me secure my mortgage on my first home. What I thought was going to be a stressful process, any worry was eased with the brilliant communication and knowledge at each stage. Extremely thankful for the excellent service, would highly recommend!”
“Fortune have arranged mortgage and associated insurances over the last six months and I've had nothing but positive experiences. They're extremely customer focused with each product tailored to me. The professional advice was a huge advantage and it was great to have the hassle of researching and comparing done for me.”