Unlike many advising firms (including many banks) we have retained our status as independent financial advisors. As such; we are not tied to a limited range of products and providers. We can search the whole market on your behalf and advise on all products likely to suit your circumstances.
We offer one off solutions to immediate financial needs alongside bespoke plans and on-going services depending on your requirements.
Meet the Pro-Viva senior team
David is managing director of Pro-Viva and its sister company Pro-Sport1; and responsible for the commercial and operational parts of the business.
David is a Chartered Insurer and holds an MBA in Corporate business. He has been licensed within the financial services industry for over 20 years with a particular expertise in corporate financial planning and group business.
To date his career has consisted of many consultancy roles, specialising in management and operations related to project based assignments and is currently dealing with over 30 Football and Rugby clubs in meeting their auto-enrolment obligations..
David has a core private client practice, looking after long term pension and investment portfolios and outside of financial services advises corporate clients on management development and performance improvement programmes.
Colin Phillips is a founding director of the company and is responsible for partner relationships and the development of the business.
Over his impressive career in the financial services sector, Colin has held positions with the Prudential, Zurich and the St James’s Place Partnership as a senior manager. Away from the industry he has also worked for firms such as EDF energy and TKP as an executive coach.
Out of the office Colin enjoys golf, socialising and he is a member of equity, the professional entertainers association.
Alex graduated from Brighton University in 2007 and has spent 5 years of his career in the property sector; from lettings management to estate agency franchising. Alex spent some time as a Mortgage Broker and is now a fully qualified Financial Adviser.
As well as his private client work Alex is an integral part of Pro-Viva Ltd, developing advice propositions to the company’s corporate clients. Alex is also an integral part of the Company’s work site marketing team responsible for developing corporate advice propositions to many of the companies key contacts.
Neal works closely alongside Alex and David in back ground research, marketing and administration and is a valued member on the team. He is responsible for partner relationships and the development of the business.
Jackie graduated from Portsmouth University in 2007 and has spent over ten years in HR and recruitment. Jackie is responsible for looking after the administration of our corporate clients Group Personal Pension schemes.
The Pro-Viva Team
Each member of the Pro-Viva team is appropriately qualified and also a specialist in a chosen area of financial planning.