Our purpose
We are a firm of Chartered Financial Planners providing services to business owners, professionals and executives. We work with clients approaching, at or in retirement, so you can be safe in the knowledge that you can live the lifestyle you desire.
Our history
We started Britannic Place in 2006, from director Steve’s spare bedroom. Fast forward to today and we have five staff working in the business, all of who offer first-class advice and support.
Steve is our Chartered Financial Planner with more than 25 years’ experience. He is also a member of the CISI, the Personal Finance Society and the Society of Trust and Estate Practitioners (STEP).
Our core values
These five values have shaped our service and the way we treat our clients from day one. They build the foundation of how we work as a team, and we implement them in every single piece of work we do.
Knowledge
This is our power. We’re always improving our skills and obtaining high levels of qualifications.
Honesty and Integrity
Our high moral and ethical standards result in trusted relationships so we can accomplish more together.
Collaboration
The best outcomes can only be achieved by adopting a collaborative approach to all that we do.
Accountability
We take individual and collective ownership of tasks to achieve agreed goals and objectives.
Balance
Creating and maintaining a healthy work-life balance is essential for our clients and team members.
“Our success is not measured by performance statistics, but rather by our clients’ success in achieving their goals.”
Steve Perera, Chartered Financial Planner and Director
Get in touch, we’d love to help you
