Get the best out of life

Retirement planning from Worcester's only Top Rated and Chartered firm of financial planners

Who we are

We are an award-winning team with our clients’ goals and aspirations at the centre of our financial planning service.

Britannic Place Financial Management profile

Established in 2006, our purpose is to help you live a secure retirement by planning for the future no matter what stage of life you’re at. We’ll become your trusted financial planner and increase your confidence in the decisions that you make.

We’re here to turn your goals and visions into a reality.

Who we are

Who we help

We provide our clients with the confidence and peace of mind to enjoy their retirement and stay in control.

Planning for retirement
Understand your options so you can start looking forward to retirement.
Planning for retirement
At retirement
Any worries will be taken off your plate as you approach your next stage of life.
At retirement
In retirement
Stay on track and achieve your life goals during retirement with a secure plan in place.
In retirement

We’re a VouchedFor Top Rated Firm

We’ve been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph, and the Mail On Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We’re delighted to have been included for a third year in a row.

Better yet, we’re Worcester’s only Top Rated Chartered Firm of financial planners and it’s the third consecutive year that we’ve qualified.

How we make a difference

“
Steve has always been approachable and has kept us informed of any developments in the markets which might affect us.
Jackie
Client since 2010
“
All the information provided was in an easily understood format and fully explained before any decisions were agreed.
Janet
Client since 2008
“
I'm very pleased with the outcome and I'm sure that my financial position is much stronger than it would've been had I decided to do my own financial planning.
Nick
Client since 2013

0%

of our clients believe working with us has helped, or will help, them to achieve their financial goals.

0%

find working with us “very easy” and told us “there’s nothing they would change”.

0%

felt reassured by our proactive communications about their investments during the Covid pandemic.

What our clients say

Rohan & Diana

Client since 2016
"Steve gave us the confidence that we could retire comfortably."
Watch their story

Dominic

Client since 2006
"I feel very confident about my financial future thanks to Steve."
Watch their story

Glenn & Lynne

Client since 2019
"Steve embraces every part of our financial needs. Not just investments or wills, but everything."
Watch their story

Peter

Client since 2019
"I was so impressed with how personable and engaging Britannic Place were."
Watch their story

Kevin

Client since 2016
"Thanks to Steve, we now have a more secure financial future."
Watch their story

Stuart & Pat

Client since 2020
"We feel confident Steve is providing a bespoke service, suited to our needs."
Watch their story

Meet the team

We care about your finances. Our firm consists of real experts in their field and these are the people that make your goals and ambitions happen.

Steve Perera
Chartered Financial Planner and Director
Dean Poulson
Chartered Financial Planner
Helen Howman
Administrator
Helen Stanley
Financial Services Administrator
Fiona Carlton
Practice Manager
Nicole Bodycote
Financial Services Administrator
Natalie Daniell
Operations Coordinator
Jess Sykes
Technical Analyst

Our awards & accreditations

Latest news

Your Autumn Budget update – the key news from the chancellor’s statement
October 2024
6 lifestyle tips that could reduce your biological age
October 2024

Get in touch, we’d love to help you

If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.

    01905 419890 info@britannicplace.co.uk

    14 The Tything, Worcester, WR1 1HD

    Britannic Place Financial Management Limited is registered in England & Wales – Company No. 05899086 – Registered Address: 20 Camp Hill Road, Worcester, WR5 2HE.

    The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Decisions should not be taken based on the content of the website and individual advice should be sought first. The regulations, levels and bases of taxation are subject to change.

    Britannic Place Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Number is: 588420.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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