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

We’re a VouchedFor Top Rated firm

We’ve been included in the VouchedFor Top Rated 2023 guide, distributed by The Times.

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 second year in a row.

Better yet, we’re still Worcester’s only Top Rated firm!

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

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.