Meet our senior team
Each is a successful financial professional, dedicated to the goals of their clients.
You only get one shot at retirement, so you have to get it right. NZBritannia has hundreds, and can ensure your one shot is bang on the mark.
Alun Rees-Williams
DIRECTOR
BRITANNIA FINANCIAL SERVICES LIMITED
Alun has been with NZBritannia 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@nzbritannia.co.nz Â
M: 021 489 681Â Â
P: 0800 500 811
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 NZBritannia 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 NZBritannia team members alike. One of Gavin’s core responsibilities is ensuring clients are put first and treated with the utmost respect.
E: gavin@nzbritannia.co.nz Â
M: 021 848 334Â Â
P: 0800 500 811
Develop a personal budget and retirement saving habit sooner rather than later.
Tracey Harper-Verwoerd
OPERATIONS MANAGER
BRITANNIA FINANCIAL SERVICES LIMITED
Tracey joined NZBritannia 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 NZBritannia 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 NZBritannia’s business processes and systems, both of which are vital when dealing with the complexities of pension transfers.
E: tracey@nzbritannia.co.nz    Â
P: 0800 500 811
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 NZBritannia’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 New Zealand 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@nzbritannia.co.nz    Â
P: 0800 500 811
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 NZBritannia 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@nzbritannia.co.nz    Â
P: 0800 500 811
OUR COMPANY
Financial Advisers
OUR COMPANY
Financial planning team
OUR COMPANY
Adviser representatives
OUR COMPANY