Alison Harvey
Epsom,Surrey
Summary
Dedicated professional specializing in administrative efficiency and client consultation, with proven communication skills and cultural awareness. Proficient in Microsoft Office and database management, ensuring effective application processing and record keeping. Experienced in providing discreet advisory services while maintaining GDPR compliance and employing solution-focused techniques. Recognized for building strong relationships and enhancing customer service through empathetic communication and resilience.
Overview
40
40
years of professional experience
3
3
years of post-secondary education
Work history
Self-Employed Protection Advisor
Milecross Financial Solutions Ltd
Epsom, Surrey
05.2025 - Current
- Delivering tailored financial solutions during client meetings, addressing diverse needs.
- Recommended suitable protection products and insurance services with ongoing support.
- Guided clients to specialists for pension and investment advice.
- Supported clients in establishing clear financial goals with actionable plans.
- Assisting over 4,000 clients with dedicated support from colleagues.
- Maintained professional development in line with Financial Conduct Authority standards.
- Acquired skills for effectively serving vulnerable clients, enhancing service delivery.
Practice Principal/Financial Advisor
The Centre Court Partnership
Epsom, Surrey
04.2017 - 04.2024
- Managed financial services company with husband, overseeing support staff and independent advisors in mortgage and investment products.
- Ensured compliance while delivering profitable financial services to satisfied clients alongside expert advice. Working exclusively on referral basis without need to advertise. Clients are best advocates to new business.
- Completed sale to Milecross Financial Solutions in May 2024, now serving as self-employed protection advisor.
Self Employed Life Coach/Counsellor
Headstuff Coaching/Lighterlife/Cambridge
Ewell, Surrey
01.2006 - 05.2017
- Conducted motivational seminars to inspire personal growth.
- Championed body positivity through compassionate dialogue and affirmation exercises.
- Cultivated stronger relationships through effective communication training.
- Fostered healthier life choices by creating and delivering holistic wellness programmes.
- Advanced personal development with bespoke coaching methodologies.
- Utilised cognitive behavioural approaches for improved mental health outcomes.
- Provided emotional support, fostering positive mindset.
- Improved client self-awareness by conducting insightful coaching sessions.
- Developed personalised life strategies for enhanced wellbeing and balance.
- Used therapeutic listening skills to foster environment of trust and respect.
- Counselled clients through difficult times using approved and compassionate strategies.
- Participated in professional development training for skill enhancement.
- Delivered coaching to groups of 12 and individuals, online and face to face.
- Empowered clients with decision-making skills leading to confident life choices.
Property Management
Jervis Property Services
Putney, London
06.2001 - 09.2005
- Developed strong relationships with landlords for better property management.
- Collaborated with property management team to streamline operations.
- Improved tenant satisfaction by implementing efficient property management strategies.
- Coordinated lease agreements for efficient property management.
- Handled daily operations of property management including rent collection and payment of bills.
- Managed 105 UK residential, retail and commercial property portfolio. Monthly reporting on progress, acquisition and management.
Other Work Experience
Various
London/Birmingham, England
01.1985 - 01.2000
- Birmingham Magistrates Courts - Courts Prisons Officer - 1981-1984
- London Weekend Television as Production Manager 1984-1991 TV programme production. Southbank London.
- Floristry Company - City & Guilds trained, created and set up company and ran from home while children under 5 1991-1995 Wimbledon
- Pennybee Interior Design - 1995-2000 Interior Design Wimbledon Village
Education
Diploma of Higher Education - Financial Services Mortgage & Protection
Chartered Insurance Institute
London 01.2016 - 09.2017
Certificate in Business and Personal Coaching - Business and Personal Coaching
Barefoot Coaching Limited
London 08.2014 - 01.2015
Higher National Diploma - Counselling/Coaching
Lighterlife Limited
Harlow, Essex 08.2005 - 09.2006
Skills
- Customer service
- Financial literacy
- Interpersonal skills
- Professionalism
- Application processing
- Computer literacy
- Empathetic communication
- Cultural awareness
Affiliations
- Cooking for family and friends, travel, reading, music, swimming, sports.
References
References available upon request.
Timeline
Self-Employed Protection Advisor
Milecross Financial Solutions Ltd
05.2025 - Current
Practice Principal/Financial Advisor
The Centre Court Partnership
04.2017 - 04.2024
Diploma of Higher Education - Financial Services Mortgage & Protection
Chartered Insurance Institute
01.2016 - 09.2017
Certificate in Business and Personal Coaching - Business and Personal Coaching
Barefoot Coaching Limited
08.2014 - 01.2015
Self Employed Life Coach/Counsellor
Headstuff Coaching/Lighterlife/Cambridge
01.2006 - 05.2017
Higher National Diploma - Counselling/Coaching
Lighterlife Limited
08.2005 - 09.2006
Property Management
Jervis Property Services
06.2001 - 09.2005
Other Work Experience
Various
01.1985 - 01.2000
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