The promotion of Chartered Financial Planner, Dean Poulson, last year has coincided with impressive business growth at Worcester based Chartered Financial Planning Firm, Britannic Place. An increase in new enquiries of over 300% between 2022 and 2023 has led to significant new business and to two new hires being taken on already in 2024.
Director and Chartered Financial Planner, Steve Perera, explained that “the well deserved promotion for Dean has meant that we have been able to significantly increase our capacity to take on new clients. This is just as well because, since winning a number of prestigious awards, we have seen the number of new enquiries we are receiving go through the roof!”
Britannic Place has already received a record number of new enquiries in the first quarter of this year and is planning to further establish itself as the number one firm for retirement planning in Worcestershire.