Mon - Fri : 09:00 - 17:00

Meet The Team

David Harvey

David began his career in financial services as a Mortgage Broker in the late 1980’s and has seen many changes along the way! David now focusses his attention on the mortgage and Protection area of the business utilising his vast experience in the market.

Alison Harvey

Alison has worked in property acquisition and management for over 30 years and has extensive experience working with and supporting people. She loves a challenge

and really enjoys sourcing the right solution for clients and their families. She enjoys travel and entertaining!

Vivian Rodericks
Senior Financial Adviser

Vivian has been a financial adviser for over 20 years. He started covering all aspects of financial advice and offering pension advice to teachers and university lecturers. Those same clients continue to rely on his advice and, indeed make regular recommendations to their families, friends and colleagues.

David Mallett
Mortgage and Protection Adviser

David has worked in property management and marketing for over 20 years. His wife says “he has found his perfect job” as he loves talking mortgages and finding client solutions for complex problems. He also enjoys spending time with his family, holidays in Cornwall, playing squash and following his favorite team.

Louise Cooper
Practice Administrator

Louise is a friendly, highly efficient and experienced mortgage administrator. She has been in and around the housing markets for many years and brings a wealth of skills and competence to the practice. She loves to travel and enjoy life!

Andrew Beddows
Financial Adviser

Andrew joined financial services in 1987. He advises on pensions, investments and life assurance with a particular focus on estate planning. He enjoys problem solving and ensuring the best possible accumulation of assets, their preservation through retirement and eventual passing on to beneficiaries in the most tax efficient way.