It’s been an exceptional few weeks for Worcester-based Britannic Place Financial Management, who have added another prestigious national award to their growing list of accolades.
Following their recent recognition as Leading Adviser Practice (up to 10 advisers) at the Schroders UK Platform Awards 2025, the firm has now been named Micro Wealth Management Firm of the Year at the MoneyAge Awards 2025.
Now in their 11th year, the MoneyAge Awards celebrate excellence and innovation across the UK’s personal finance sector, honouring firms that go above and beyond to deliver outstanding service to clients. This latest win marks the third time in four years that Britannic Place has taken home the title, an achievement that Managing Director Steve Perera says “demonstrates the consistency and quality of the work we do for clients every single day.”
Winning two major national awards within just a few weeks is no small feat, and it highlights the firm’s continued growth, client focus and adoption of technology to enhance advice delivery.
Adding to an already impressive year, Britannic Place has also been shortlisted for the Business Growth Award at the upcoming North Worcestershire Business Awards 2025, taking place on 20 November.
“It’s been the best year we’ve ever had for recognition,” says Steve. “To be representing Worcester on a national stage and to be acknowledged alongside some of the UK’s leading firms is something we’re incredibly proud of.”