Britannic Place was formed in 2006, from our founder’s spare bedroom. Fast forward to today and we are a growing business that currently has five staff, all of who offer first-class support.
Our founder and principal, Steve Perera, is a Chartered Financial Planner with more than 25 years’ experience, who has recently been awarded the SOLLA Retirement Advice Standard. He is also a Fellow of both the Personal Finance Society and the Pension Management Institute, as well as being an Associate Member of CISI and an Affiliate of STEP.
We are an award winning firm of Chartered Financial Planners providing services to business owners, professionals and executives. We work with clients approaching, at or in retirement, so that they can be safe in the knowledge that they can live the lifestyle that they desire.
We help clients to work out how much is ‘enough’ for retirement. We then work collaboratively with those clients to ensure that a clear plan is in place and that they feel safe in the knowledge that they can afford the retirement they would like, with the help of our expert team.
As our clients’ trusted financial adviser, we save them time in getting their financial house in order and help them to keep it that way so they can go ahead and enjoy their retirement.
Our evidence-based approach guarantees that our clients have a retirement income that is consistent and predictable throughout the whole of their lives, through all market conditions. From Inheritance Tax liabilities to investment decisions, we’ve got them covered.
We are one of just 53 UK firms and the only Worcester based firm that has been “Top Rated” by the financial services review site VouchedFor. Based on client reviews, and published in The Times, this annual guide showcases the leading financial services firms in the UK. Steve Perera, has also been “Top Rated”, on an individual basis, for yet another year.
To find out more, please visit us at www.britannicplace.co.uk
Alternatively, please contact us at info@britannicplace.co.uk or by phone on 01905 419890