Provision Professional: Securing Your Financial Future

ProVision Professional is a firm of independent financial advisers that helps people secure their financial futures.

Developing good relationships is at the heart of ProVision - because we ask the right questions and get to know our clients well we're able to offer sound, realistic and measurable advice that makes a real difference.

Our sporting past gives us the insight and contacts to help top sportsmen and women get their financial affairs under control, so they can focus on the game.

A legal background makes us well placed to help solicitors ensure their clients get the best financial divorce advice and support - we are experts in pension share and post divorce financial planning.

Our aim is to help all our clients make the right financial decisions to reach their goals.


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Testimonials

Caroline Penfold

Caroline Penfold

"In referring my clients to ProVision Professional I know they are in safe hands."

Gillian Walnes MBE, CEO of The Anne Frank Trust UK

Gillian Walnes MBE, CEO of The Anne Frank Trust UK

"As a busy charity chief executive it is reassuring to know that ProVision Professional deliver sound financial advice when I need it."

Simon Beaufoy. Oscar, Golden Globe and BAFTA winner

Simon Beaufoy. Oscar, Golden Globe and BAFTA winner

"ProVision find the financial solutions, enabling me to do my creative work without worry."

Glenn & Vanessa Hoddle

Glenn & Vanessa Hoddle

"Colin's experience as a past lawyer underpins the depth of advice and client care ProVision Profess. deliver."

Helen Taylor. Family Department

Helen Taylor. Family Department

"Working in a high pressured family dept. I need access to expertise on pensions and other financial matters. ProVision Profess. give me that."

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Team

Colin Tate

Colin Tate

Colin was a family lawyer for eighteen years. His legal background means he can empathise with clients going through the divorce process, as well as having an in-depth knowledge and understanding of each kind of dispute resolution - collaborative, mediation or ancillary relief. Colin left the legal profession in 1999/2000 and retrained as a Financial Advisor.

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Gareth Alexander

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.

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News

Blog

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Provision Money Saving

Five ways to take control of your finances Getting in control of your finances is one New Year's resolution it's well worth making. Your new gym membership might have lapsed by March, but sorting out your money will pay off all year through. And it's not as difficult or time consuming as you might think. Here are our top five small but effective tips for getting your finances in order for 2012. Money saving tip 1 Are you able to take up all or...

Money and Emotion

How to keep emotion out of divorce settlements Emotions run high around divorce, it's one of modern life's most stressful experiences. Whatever the reason the the split, there comes a time when you have to get to grips with your financial situation so that a settlement can be formally signed off by a judge, and the pair of you can move on with your new lives. It's not a process anyone enjoys. It means getting all your financial affairs out in the...

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Accreditations

Gareth Alexander is Resolution Accredited to advise on pensions in divorce.

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Charity

We support the following charity organisations:

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