Meet our Senior Team

Each is a successful financial professional, dedicated to the goals of their clients.

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

Financial Plan

Financial Planning

You spend your life working hard for your money, when it comes to retirement we can help your money do the same for you.

Gavin Dixon

CHIEF EXECUTIVE OFFICER
BRITANNIA FINANCIAL SERVICES LIMITED

Gavin has been with Britannia since 2016, but his industry experience spans all the way back to 1991. Having worked around the globe, in many different branches of insurance and investments, he has accumulated a wealth of knowledge that he enjoys imparting on both clients and other Britannia team members alike. One of Gavin’s core responsibilities is ensuring clients are put first and treated with the utmost respect.

E: gavin@britanniafinancial.co.nz   
M: 021 848 334   
P: 0800 500 811

Tracey

Financial Planning

Develop a personal budget and retirement saving habit sooner rather than later.

Tracey Harper-Verwoerd

OPERATIONS MANAGER
BRITANNIA FINANCIAL SERVICES LIMITED

Tracey joined Britannia way back in 2005 - and as you can imagine has amassed a great deal of knowledge about the business over that time. As Operations Manager, Tracey is responsible for the smooth transfer of UK pensions to Britannia in New Zealand and is extremely knowledgeable when it comes to the specific requirements of the UK’s HMRC department and NZ’s regulatory obligations. Tracey has particular expertise when it comes to running Britannia’s business processes and systems, both of which are vital when dealing with the complexities of pension transfers.

E: tracey@britanniafinancial.co.nz       
P: 0800 500 811

Gregg

Financial Planning

Make sure you take the time to fully appreciate your appetite for financial market risk and likely retirement needs, then make long-term investments that work for you.

Gregg Dell

GENERAL MANAGER OF WEALTH PRODUCTS AND GENERAL COUNSEL
BRITANNIA FINANCIAL SERVICES LIMITED

Gregg takes care of Britannia’s investment products and provides legal counsel to the company. He’s been in the legal and financial services profession since the mid-90’s, working for leading law firms in NZ and overseas before taking on roles as the General Counsel and Head of Product and Performance - Funds for what is now ANZ Wealth. His experience in all aspects of funds management is invaluable.

E: gregg@britanniafinancial.co.nz       
P: 0800 500 811

Elaine

Financial Planning

Keep it simple – don’t overcomplicate.

Elaine West

FINANCIAL CONTROLLER
BRITANNIA FINANCIAL SERVICES LIMITED

Elaine is a financial expert with over 20 years’ experience in the financial services industry including working for large investment and superannuation companies in New Zealand, Australia and the UK. She’s a Chartered Accountant and has a Bachelor of Management Studies from the University of Waikato. Elaine joined Britannia in 2017 and is responsible for all financial management and reporting for the company as well as monitoring superannuation scheme administration and investment

E: elaine@britanniafinancial.co.nz       
P: 0800 500 811

OUR COMPANY

Britannia Authorised Financial Advisers

OUR COMPANY

Britannia Financial Planning Team

OUR COMPANY

Britannia’s Adviser Representatives

OUR COMPANY

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