Worcester-based Chartered Financial Planning firm Britannic Place has been named the Leading Adviser Practice (up to 10 advisers) at the Schroders UK Platform Awards 2025, a prestigious national award recognising the best financial planning and technology-integrated firms across the country.
The awards, held at the Hilton Park Lane in London, spotlight firms that deliver exceptional service, innovation, and value. Judges praised Britannic Place for its “great use of technology” and “strong client-centred approach”, hallmarks of a firm that blends modern efficiency with traditional personal service.
This win follows another major milestone earlier this year, when Britannic Place was named a VouchedFor Top Rated Firm for the fourth consecutive year, making it one of only three small Chartered Financial Planning firms in the UK to achieve this distinction.
Principal and Founder Steve Perera, who accepted the award, said:
“We may be a small team, but we’re proving that you don’t need to be a national giant to set national standards. This award is recognition for the whole team and the way we use smart technology to free up more time to deliver meaningful advice.”
Britannic Place continues to grow, supporting clients across the UK from its Worcester base while mentoring future professionals and championing financial education in the local community.