MoneyAge Awards 2022: Micro Wealth Management Firm of the Year
The MoneyAge magazine has named Britannic Place as the Micro Wealth Management Firm of the Year. This award recognises the wealth management firm, with 10 or fewer employees, that has proved itself a cut above the rest when it comes to meeting the ever-complex needs of its clients. Founder and Chartered Financial Planner, Steve Perera, headed to London for the event and received the unexpected award, picking it up from stand-up Comedian Hal Cruttenden on the night.
The judging panel described Britannic Place Financial Management as “a firm with a passionate leader, a well-resourced company, and a business with happy clients.” MoneyAge also shared a few of the reasons Britannic Place won the award. In particular, it was noted that we ensure our client’s journey “follows a clear process”. This makes us especially proud. The client journey that we’ve created allows us to look deeply into each of our client’s financial situations, and produce recommendations and implementation strategies that are bespoke to each individual’s needs. We work with clients to help them set, and achieve, their financial goals.
Part of our process is to take our clients through a number of scenarios and stress-test the forecast, highlighting the impact of any recommendations that we have made. We also offer specific advice as necessary, helping our clients when it comes to the most important financial decisions. We’re very pleased that the judges of the MoneyAge Awards could see the enormous effort we go to in helping our clients to manage their finances so that they can live the best lives they can.
The judges said: “Britannic Place endeavours to ensure that everything it does is adding value to a client’s life. The firm believes that taking the complexity out of their clients’ lives can allow them to focus on the things that are truly important to them, whatever they may be, and ultimately enjoy the best lives that they can.”
We’re over the moon to have received this award and such wonderful comments from the MoneyAge judges. Our dedicated team will continue to work tirelessly, helping to ensure our clients are in control of your finances. Our success is great news for our clients “Working with us to build a long-term financial plan means that our clients are receiving advice from the best. They can be confident in our process, the controls we have in place, and the level of service we provide.
This allows them to relax, safe in the knowledge that their finances are in safe hands, giving them a sense of control over their financial future and peace of mind that we’ll be here for them whatever changes occur through turbulent times. With decades of experience, VouchedFor Top-Rated Firm status, and now a Micro Wealth Management Firm of the Year award to our name, Britannic Place have the expertise and skill to help our clients concentrate on what really matters.