Meet the Team

Advisers

Gareth Alexander Dip PFS
Director

Following a spell in retail banking Gareth completed a BSc (Hons) in Strategic Systems Management at Bournemouth University.  Before becoming an Independent Financial Adviser, Gareth worked with Friends Provident PLC for 7 years specialising in corporate pensions, employee benefits, scheme reconstruction and pension transfers.  He holds the Advanced Financial Planning Certificate - G60 Pensions, G10 Taxation and trusts, G30 Business Financial Planning, Mortgage Advice Qualification, CF9 Pension Simplification and the Chartered Insurance Institute Financial Planning Certificate.  Gareth is responsible for orchestrating our e-commerce platform.  Gareth is married and lives in Harpenden. His interests include football, marathon running, squash and travelling.


Neil Caisley Cert PFS
Director

Neil has been an Independent Financial Adviser for many years.  In 1991, he set-up and developed the financial planning department for a large firm of solicitors before leaving in 1998 to develop his own business, from which ProVision has evolved.  Neil and Gareth run the businesss as co-owners. Neil is a member of the Securities Institute and is also recognised as a “qualified person” under the Solicitor’s Investment Business rules. Neil holds the Chartered Insurance Institute Financial Planning Certificate. Neil is a Development Board member of Willow Foundation Charity and a Director of St Georges School, Harpenden. His interests are looking after 3 horses, 2 dogs, cat, 4 chickens, wife and 5 children!

Support

Chris Witton Cert PFS
Paraplanner

Chris has worked in the financial services industry since 2000.  He is an experienced paraplanner and holds the Chartered Insurance Institute Certificate in Financial Planning.  Chris lives in Amersham with his wife and daughter and his interests include football, long distance running, films and travelling.

Lisa Kirby 
Personal Assistant/Office Administrator

Lisa holds the Chartered Insurance Level 3 Certificate in Financial Administration (Pension) and is currently studying towards the diploma in Personal Financial Services.  Lisa lives locally and her interests are socialising and nagging her husband, Darren.

Bev McBroom
Administrator

Bev joins us after many years experience in various managerial and administration roles. Bev lives locally with her husband, son and daughter and her interests are looking after her family and anything but cooking!