About us

Our accreditations

High standards, happy clients

We take pride in everything we do, which has resulted in the team and individuals achieving numerous accreditations. Read about them and what they mean for you.

Chartered Financial Planners

We are incredibly proud to be awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII).

It’s something we have worked hard for as not every firm is given this title. We are passionate and committed to upholding professional standards and adhering to a professional Code of Ethics in order to deliver the best advice based on our clients’ needs.

Financial Vulnerability Charter

We have pledged to follow the nine statements outlined in the Financial Vulnerability Charter.

This is a set of commitments outlined by the Financial Vulnerability Taskforce to promote better behaviour, understanding and good practice around consumer vulnerability in the financial services sector.

This pledge highlights our commitment to our customers, providing them with excellence and trustworthiness in their financial planning service.

Society of Later Life Advisers

We are delighted to say that Steve is a SOLLA Retirement Advice Standard holder. This means that Steve has the necessary qualifications to provide both practical and emotional guidance for older clients and deliver effective advice for their specific needs.

Society of Trust and Estate Practitioners

Steve, our Chartered Financial Planner and Director, is an affiliate member of the Society of Trust and Estate Practitioners (STEP).

As an affiliate member of STEP, Steve is considered to be a specialist in inheritance and succession planning. STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

Personal Finance Society

Steve is a Fellow of the Personal Finance Society – the highest qualification awarded by the body. This has only been obtained by a small percentage of advisers operating in the UK.

It is a significant achievement in the industry and confirms Steve’s commitment to developing his specialist financial planning skills and building on existing knowledge.

Pensions Management Institute

Steve is a Fellow of the Pension Management Institute (PMI) – a high accolade and well respected in the industry. Holding this Fellowship proves Steve’s contributions and achievements in the pensions industry.

Fellowship membership is open to those with five years of continuous Associate membership of the PMI, five years of continuous recorded CPD with the PMI and proven contribution and achievement in the pensions industry.

Chartered Institute for Securities & Investment

Steve is an Associate Member of the Chartered Institute for Securities & Investment (CISI). This publicly demonstrates his commitment to professionalism, integrity and excellence to clients and colleagues.

It also shows Steve’s effort to undertake financial qualifications and his determination to continue his professional development.

We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times. Better yet, Worcester’s only Top Rated Chartered Firm of financial planners and it’s the third consecutive year that we’ve qualified! Click here to find out more.

We are RQ rated

We voluntarily asked RQ to rate us on a variety of different factors. You can read our rating and the report produced by RQ by clicking here.

Cyber Essentials Certificate

We have completed the Cyber Essentials Certificate Of Assurance programme, designed to help organisations protect against common cyber threats. So, you can have peace of mind knowing that your finances are in safe hands.

What our clients say

Rohan & Diana

Client since 2016
"Steve gave us the confidence that we could retire comfortably."
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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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Client since 2019
"I was so impressed with how personable and engaging Britannic Place were."
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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

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.