Stay in control of your future
We remove the hassle of managing your money yourself so that you can get on with living your best life. Our vision is clear, we focus on what the money is for rather than the money itself because we know it drives better decision-making.
We have the expertise to help you to separate the wheat from the chaff. We reduce the overwhelming number of choices and concentrate on what really matters: a comfortable and secure retirement.
You’ve got our support
The commitments we decide on are just as important to us as they are to you. We make sure you follow through on them to achieve your goals by regularly reviewing your progress. So, even if an unexpected life event arises, you’ll be in control of your finances.
What our clients say
Rohan & Diana
Client since 2016
"Steve gave us the confidence that we could retire comfortably."
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Dominic
Client since 2006
"I feel very confident about my financial future thanks to Steve."
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Glenn & Lynne
Client since 2019
"Steve embraces every part of our financial needs. Not just investments or wills, but everything."
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Peter
Client since 2019
"I was so impressed with how personable and engaging Britannic Place were."
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Kevin
Client since 2016
"Thanks to Steve, we now have a more secure financial future."
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Stuart & Pat
Client since 2020
"We feel confident Steve is providing a bespoke service, suited to our needs."
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Get in touch, we’d love to help you
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