Meet the Team

  • Becki Ward Principal

    Becki has extensive experience within the Financial Services Industry, in fact, 2016 marks her 20th year within Financial Services, starting as a school leaver with large corporations such as Prudential, RBS and Bank of Ireland, achieving her financial qualifications and gaining experience in various roles such as Sales & Service Quality, Training, Mortgage Underwriting, Business Development and Advising.

    Whilst at Bank of Ireland, in the position of Business Development Manager she achieved Sales Person of the Year, at the Mortgage Strategy Awards at the Royal Albert Hall – voted for by the Brokers she looked after.

    Becki joined XL Finance in 2009, after deciding to leave the corporate world behind and deal direct with clients. Drawing on her exhaustive experience with major lenders and insurance providers she is dedicated to providing a 5 star service to her clients for both their mortgage and protection needs.

    Becki became Principal of XL Finance Ltd in July 2016, and looks forward to ensuring XL Finance continues to be a growing, highly recommended and trusted firm dedicated to putting their clients first.

    Becki can be contacted on 07753 748780

  • Mike Harvey Mortgages - General Insurance - Protection

    Mike has been with XL Finance since its inception.  He has over 17 years experience in the financial services industry, having previously worked in banking, a regional estate agency chain and a firm of Independent Financial Advisers.

    He now works closely with an estate agency, Chariot Estates in his home town of Burntwood and specialises in mortgages, general insurance and protection.

    Mike can be contacted on 01543 275894 or 07710862959

  • Harry Kalsi Mortgages - General Insurance -Protection

    Harry trades as ‘Financial Planning Care’ and is based in Stourbridge.

    He works in protection and the mortgage market and was formerly with a major insurance provider.

    Harry can be contacted on 01562 882074 or 07885 866415

  • Victor Green Mortgages - General Insurance -Protection

    Victor has had a successful career in financial services since 1986. He has represented a major life assurance company during most of that period and joined XL Finance in July 2012.

    Victor specializes in mortgages and the associated protection. He has particular expertise in the Buy to Let sector and has several portfolio landlord clients who he advises on mortgages and acquisitions on a regular basis.

    Victor can be contacted on 01527 880022 or 07966 452001

  • Raj Dhesi General Insurance -Protection

    Cert PFS, FPC, CeMAP

    Raj has worked in Financial Services for 36 years since 1978. He has been associated with several major insurance and financial services providers.
    Raj joined XL Finance in 2013. He is currently specialising in life assurance for family/mortgage protection and general insurance & has been awarded several industry accolades over the years.

    Raj has received Achievement Conference awards for twenty one consecutive years in recognition of achieving highest business standards in providing financial services.

    Awarded Life Assurance Association (LIA) Persistency Award which signifies a high degree of professional competence in the selling of life assurance combined with exceptional service to both the clients and the life assurance profession.

    Raj is a certified member of the Personal Finance Society (PFS), a recognised UK association of professional financial advisers. He’s also a member of the Million Dollar Round Table (MDRT), a recognised international body of
    professional financial advisers.

    Raj can be contacted on 0121 3579131 or 0795 1391069.

  • John Coleman Mortgages - General Insurance -Protection

    John has many years of experience in financial services working mainly in the mortgage market.

    John is able to assist with protection and general insurance policies to protect you, your lifestyle and your home’

    John can be contacted on 0121 447 7038 or 07702 262260

  • Adam Harvey
    Adam Harvey Shropshire Branch
    Adam started his career in Financial Services at Birmingham Midshires in 2001.
    His work in the mortgage industry has taken him from Mortgage Processing through to Training and Competency for Mortgage Consultants – so he has been involved in all aspects of the mortgage process.  He has worked with high street banks such as Halifax and Barclays, and as a Mortgage & Protection Consultant in various Estate Agents across the Midlands.
    He has run a successful business outside of Financial Services for 7 years before joining XL Finance in 2017.
    Adam does the hard work so you don’t have too, drawing on his expertise and experience to make sure the stress is taken out of purchasing your first home, house move, or arranging to protect your family and finances.
    Adam’s office is based in Shrewsbury, he looks forward to servicing clients from his home town, Telford and further into the beautiful county of Shropshire.
    Adam can be contacted on 07989 775 143
  • John Woffinden
    John Woffinden

    John Woffinden set up XL Finance in 2005, and since day one, the company has grown rapidly and successfully to become a well-respected and recommended firm.

    Thanks to John’s vision and ability to understand client needs, XL Finance has positioned itself as a listening firm with a friendly professional culture of getting results quickly and delivering consistently high levels of client satisfaction.

    John sadly passed away in June 2016; Becki Ward is proud to take over the helm at XL Finance and continue the good work that John did. Becki looks forward to working with our loyal clients and welcoming new clients as XL Finance grows into its twelfth year.

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