Advisers

Find an adviser near you

{{ member.title.rendered }}

{{ member.fields.position }}

Caroline is a third-generation Nelsonian who knows the local area, market and people.

She joined the Tony Mounce team in 2021 after spending more than a decade working for 2 main banks in various roles including lender and most recently Bank Manager. Caroline’s experience, local knowledge and financial expertise will place you in safe hands, with someone who genuinely cares about your experience from start to finish. Caroline backs her clients, working hard to achieve a positive result, and has a great track record of success.

Caroline is skilled in giving advice in respect of mortgages, looking at the right structure, lender and products to best suit a clients financial needs and goals. Whether it is purchasing your first home, next home, adding to your property portfolio, or refinancing/restructuring options, Caroline can help your goals become a reality. 

Outside of work she is a devoted mum to 2 children, and husband Martin. Together they enjoy all Nelson has to offer; particularly when it comes to water sports! Music also features strongly in the Harvey family with Caroline being a singer and keyboardist, and her children playing enough instruments between them to ensure music is heard every day from their studio.

See our other Advisers in {{ location.title.rendered }}
  • We’d love to hear about your dreams and aspirations to see how we can help.
  • Hidden
  • Please see our Privacy Policy
  • This field is for validation purposes and should be left unchanged.