Levi
Culshaw

Making later life advice clearer
Levi's story so far...

Some of Levi Culshaw's earliest lessons about money came on Saturdays at the bank. Her mum worked as a mortgage adviser at Royal Bank of Scotland, and Levi saw how much good advice could matter. Work experience at Bank of New York Mellon later strengthened her interest, even while she was studying forensic science.

Her own career began at Fluent Money as an unsecured loans officer, followed by roles in advice, compliance and sales management. At 23, she joined an equity release team as its youngest adviser. Each move gave her another view of what customers need and where the process can become difficult.

Now later life proposition manager at Mortgage Advice Bureau, Levi looks after internal advice standards and develops support for advisers. She has helped improve the CRM, from case tracking to questionnaires, and introduced a working group of four advisers who test ideas before they are released.

When her manager left unexpectedly during the proposition's early stages, Levi documented processes and trained colleagues to keep things running. Her induction programmes have since been attended by 70 advisers. She is also adding to qualifications including CeMAP and CeRER as she works towards the Diploma in Regulated Financial Planning. Through it all, her grandmother provides a useful test: would she understand a new communication or process? If the answer is no, Levi wants to make it clearer.