Our Firm provides financial planning and wealth management services to business owners, professionals, executives and other affluent clients. Recommendations are based solely on our clients’ specific needs, circumstances and goals. Our Principal is a Chartered Financial Planner with over 15 years experience of financial services and who is authorised to provide advice through the Financial Services Authority. He is also an active member of the Institute of Financial Planning, the Personal Finance Society and the Society of Trust and Estate Practitioners (STEP).
Our Mission is to partner with clients to establish and achieve their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve our clients’ wealth. We put our clients’ interests first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals.
Our Clients share in the realisation that by co-ordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional adviser, not a sales representative.
Our Philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. Britannic Place Financial Management and all of its staff are firmly committed to this philosophy.
Interested to learn more about what we do? Watch our introductory videos >