One of NZ’s most trusted financial services companies, NZBritannia has grown from a niche company, offering pension transfers from the UK to NZ, to a trusted provider of financial services that help our clients plan and invest for their retirement.
I’m proud to say that NZBritannia were the first to offer UK pension transfers to NZ. The company, as it’s known today, came to be in the mid-1990s when a valued client needed help transferring his UK pension. This was unusual at the time and we subsequently found the process to be unnecessarily time-consuming. It turned out a lot more people needed the same service, so we formed NZBritannia to focus on doing UK pension transfers the right way.
Since then, we’ve grown to become experts in retirement planning and other financial services. The team we’ve built over that time is large enough to satisfy our clients’ needs, yet small enough to be called a family – which really helps us provide reliable long-term service to our clients.
You only get one chance at planning for your retirement, and in NZBritannia, you’ll have an expert partner that will be with you for life.”
Alun Rees-Williams
Director
An established network of Financial Advisers and specialists
NZBritannia is based on Auckland’s North Shore, with representatives throughout NZ. We employ our own in-house transfer staff, Financial Advisers and other specialist representatives, so the expert advice you need is always on hand.
We offer a nationwide service with personal visits or step-by-step guidance over the phone, toll-free.
Senior team
Our senior team are all finance professionals with a proven history and track record in financial services. Each has their own distinct set of skills that complements the overall value of the greater team. But while skillsets differ from person to person, integrity and trustworthiness are shared by all.
Meet our senior team
Financial Advisers
Our team are NZ qualified Financial Advisers, experienced in everything you may need to consider from retirement planning, to insurance, KiwiSaver, investing and estate planning. We're ready to help you secure your financial future by making the most of your circumstances.
Meet our financial advisers
Associated advisers
In addition to the Auckland-based NZBritannia Financial Planning team, we also have a network of trusted and experienced Financial Advisers who represent NZBritannia throughout NZ. NZBritannia Financial Advisers are highly experienced, but also friendly, attentive and trustworthy – because our reputation depends on them.
Meet our associated advisers
Client support team
Our close-knit team includes a client support team who work alongside our advisers, engaging with clients, helping with admin and making sure that everything runs smoothly.
Meet our client support team