Thanks to you, we’ve already donated £550!

Last year, we introduced our introduction incentive. Since then, thanks to the referrals received, we’ve donated £550 to our chosen charity!

We’d like to take a moment to remind you about it as well as explain how you can help!

What is our charity referral incentive?

A value close to our hearts is being able to give back to our local community. So, for every referral we receive from an existing client, we donate £50.

Who are we helping?

Our chosen charity is Wooden Spoon. We will be joining their patron, HRH The Princess Royal, and a whole host of rugby legends in supporting the children’s charity of rugby. Steve and Dean, our two Chartered financial planners, are also members of this great charity.

With headquarters in Hampshire and a strong Worcestershire presence, Wooden Spoon’s vision is that, through the power of rugby, every child and young person has access to the best life opportunities, no matter what their background.

Wooden Spoon are constantly on the go. They plan events all over the country, from golf days and bike rides to galas and wine tastings. They also hold virtual challenges for those who would like to join in from the comfort of their own homes.

Accordingly, their mission “to positively transform the lives of vulnerable children and young people through the power of rugby” is one we can completely get behind, and we are honoured to assist them in achieving their aim.

To learn more about the amazing work they do, please click here.

How you can help

By referring suitable clients our way, you’ll be helping to support Wooden Spoon in making a positive impact on the lives of children nationwide.

Not sure who to send our way? Keep reading to see if anyone you know could benefit from a chat with us!

Who we help

We have a proven track record of ensuring people just like you have a happy and secure retirement. You know that you need to take control of your finances to live the life you want, but do your friends, family, and co-workers?

With that in mind, the clients we work best with are:

Planning for retirement: We remove the hassle and work closely with them to gain full control over their financial security and help protect their family’s future. We also answer the number one question: how much is enough?

At retirement: Now’s the time to take a step back and put them and their family first. Retirement is on the horizon, and we’re here to give them peace of mind that everything is going to be all right.

In retirement: They’ve worked hard to build their wealth, and now’s the time to enjoy what they’ve made, which means not worrying about their finances. Our dedicated team will encourage them to stay on track in order to maintain their lifestyle and achieve their objectives by regularly reviewing their progress towards them.

Why should you recommend us?

It’s our passion to help people, and here’s a reminder of why you can recommend us with confidence:

We’re a Chartered financial planning firm

This is the “gold standard” for anyone giving advice about money. Chartered status is only awarded to those who demonstrate superior knowledge of financial services.

We’re an award-winning financial planning firm

We’ve picked up a number of shiny awards that demonstrate the hard work and dedication of our team. With this recognition, you’ll rest assured that you’re in safe hands.

We replace complexity with simplicity

Our team focuses more on what the money is for than on the money itself. Any worries are banished, and we speak to you in clear English – there’s no jargon here!

We save your time

Your time is precious, which is why we do all the legwork for you. You can relax and enjoy life with your loved ones without worrying about your finances.

We help you feel more confident

We increase your certainty in the decisions that you make, helping to ensure that you don’t do the wrong thing or overlook something important.

Our clients love what we do

• 91% of clients would recommend us to friends and family.
• 96% say it is very easy to be a client of Britannic Place.
• 100% believe that working with us has helped or will help them achieve their financial goals.

If that isn’t enough to persuade you, check out our reviews on Google and VouchedFor, where we have 5/5 and 4.9/5 ratings, respectively.

How you should recommend us

Kindly ensure you have full permission from your friend, family member, or work colleagues before introducing them to us (this is very important; please do not recommend someone to us unless you have their permission).

Our team will then contact them to arrange an initial discussion, and if we meet (face to face or online), we will arrange to donate £50 to Wooden Spoon.