Meet the Britannia Advisers

Our team are New Zealand qualified Authorised Financial Advisers, and are experienced in everything you may need to consider, from insurance to KiwiSaver, investing and estate planning.

Britannia Financial

Financial Planning

You only get one shot at retirement, so you have to get it right. Britannia has hundreds, and can ensure your one shot is bang on the mark.

Alun Rees-Williams

AUTHORISED FINANCIAL ADVISER
BRITANNIA FINANCIAL SERVICES LIMITED

Alun has been with Britannia since the very beginning, in fact, he has been with related companies for the past 27 years, and those years add up to some serious expertise. When it comes to UK pension transfers Alun is one of New Zealand’s most experienced advisers, having assisted clients since 1996. With some of our clients having worked with him now for over 20 years, he continues to offer advice regarding investment and retirement planning - he firmly believes client relationships are for life.

E: alun@britanniafinancial.co.nz   
M: 021 489 681   
P: 0800 500 811

Authorised Financial Advisers

Financial Planning

Focus on the things that matter and the things that you can control. The rest is simply noise.

Wayne Becker

AUTHORISED FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

After an early start in the financial markets trading shares at age 12, Wayne moved on to join one of New Zealand's largest share broking companies. He then completed a first class honors Business degree at Massey University as well as a Diploma in Personal Financial Planning. He has built a reputation as a strategic financial consultant and values the strong relationships he builds with his clients. Wayne is now the Managing Director of our subsidiary 'Britannia Financial Planning Ltd' and one of the best people to talk to around sound financial planning for the future.

E: wayne@britanniafinancial.co.nz   
M: 021 633 216   
P: 0800 500 811

Financial Advice

Financial Planning

It’s important to get the job done right, first time, every time. To achieve that I give my clients unparalleled dedication, whilst upholding the longstanding values of Britannia.

Gareth Grey

AUTHORISED FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Gareth has been with Britannia since 2013, but has experience that spans fifteen years, both here in New Zealand and the UK. He has expertise across a wide spectrum of financial services, advising clients in areas such as, insurance, mortgages, KiwiSaver, investments, estate planning, retirement planning and UK pensions. Gareth’s continued commitment to his clients has helped him build one of the most trusted reputations in the industry.

E: gareth@britanniafinancial.co.nz   
M: 021 937 935   
P: 0800 500 811

Authorised Financial Adviser

Financial Planning

Trusting someone to give you advice which is in your best interests is key.

Louise Parker

AUTHORISED FINANCIAL ADVISER
BRITANNIA FINANCIAL SERVICES LIMITED

Having joined the Britannia team in early 2019, Louise brings a wealth of experience dealing with mortgages, insurance, KiwiSaver, investments and planning for retirement. Much of this was gained during the 10-plus years she worked within retail and private banking. Plus in her own time she’s helped various small businesses prosper and traded the stock market. Louise is passionate about helping people plan for their retirements, so if you want to discuss your retirement plans in more detail, get in touch.

E: louise@britanniafinancial.co.nz   
M: 021 489 613   
P: 0800 500 811

OUR COMPANY

Senior Team

OUR COMPANY

Britannia Financial Planning Team

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Britannia’s Adviser Representatives

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Specialist Partners

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited.

Need help in securing your financial future?
Call us 0800 28 28 33