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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. He sold half his shares to Gareth in 2004 and they now 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. His interests are looking after 3 horses, dog, cat, chickens, wife and 5 children!
Colin Tate Cert PFS
Financial Planning Consultant
Colin was a lawyer for 18 years specialising in Family Law. His legal background is a useful addition to the quality advice we offer our clients in planning their long term financial security. Colin also has close links with the football world having played for Queens Park Rangers and then a number of semi-professional clubs. Colin holds the Chartered Insurance Institutes Financial Planning Certificate and Mortgage Advice Qualification. Colin is married with three children. His interests are football and golf.
Support
Nick Wessels Cert PFS
Paraplanner/Office Manager
Nick holds the Chartered Insurance Institute Financial Planning Certificate. Nick is married and lives in North London. His interests include motorbikes, travelling and socialising.
Kerry Rushbrooke Cert PFS
Administrator/Paraplanner
Over the past ten years Kerry has held various supporting roles within the financial services world. She holds the Chartered Insurance Institute Financial Planning Certificate and is currently studying towards the diploma in Personal Financial Services. Kerry is married with a daughter and lives locally.
Chris Witton
Paraplanner
Chris has worked in the financial services industry since 2000. He is an experienced sales support administrator and is nearing completion of the Certificate in Financial Planning. Chris lives with his fiance in Amersham and his interests include football, long distance running, films and travelling.
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