About us

Our awards

You’re in good company

We’ve worked hard to be recognised for the service we deliver to our clients. Take a look at the awards we have won and those we have been shortlisted for in recent years. Drum roll, please.

Included: New Model Adviser Top 100
Winner MoneyAge Awards 2023: Micro Wealth Management Firm of the Year
Highly Commended: Shroders UK Platform Awards The Leading Adviser Practice category
Commended: Moneyfacts Retirement Adviser of the Year
Included: New Model Adviser Top 100
Vouchedfor Top Rated Firm 2024
Vouchedfor Top Rated Adviser 2024
Finalist: Chamber of Commerce 2024 Awards: Excellence in Professional Services
Shortlisted: Moneyfacts Investment Life and Pensions Awards: Retirement Adviser of the Year
Commended: Moneyfacts Investment Life and Pensions Awards: Tax and Estate Planner of the Year
Shortlisted: MoneyAge Awards 2024: Financial Adviser Award: Micro Firm of the Year
Shortlisted: MoneyAge Awards 2024: Micro Wealth Management Firm of the Year
Finalist: Shroders UK Platform Awards The Leading Adviser for Sustainable Investment
Finalist: Shroders UK Platform Awards The Leading Adviser Practice up to 10 Advisers
Finalist: Worcestershire Apprenticeship Awards 2024
Shortlisted MoneyAge Awards 2023: Financial Adviser Award: Micro Firm of the Year
Finalist: MoneyFacts Investment Life and Pensions Awards: Tax & Estate Planner of the Year 2023
Professional Adviser Awards 2023
Vouchedfor Top Rated Firm 2023
Vouchedfor Top Rated Adviser 2023
Winner MoneyAge Awards 2022: Micro Wealth Management Firm of the Year
Shortlisted MoneyAge Awards 2022: Financial Adviser Award – Micro Firm of the Year
VouchedFor Top Rated Adviser 2022
Finalist
Adviser Firm of the Year:
South West and Wales
VouchedFor Top Rated Firm 2022
Shortlisted
Moneyfacts Investment Life and Pensions Awards: Retirement Planner 2022
Shortlisted
MoneyAge Awards 2021: Micro Wealth Management Firm of the Year & Financial Adviser Award – Micro Firm of the Year
Shortlisted
Moneyfacts Investment Life and Pensions Awards: Retirement Planner 2021
Shortlisted
Professional Adviser Awards 2021:
Adviser Firm of the Year 2021
VouchedFor Top Rated Adviser 2020
Shortlisted
Retirement Planner Awards 2019:
Best Individual Pension Advice Firm of the Year (Midlands Region)
Shortlisted
MoneyAge Awards 2019: Financial Adviser Award – Micro Firm of the Year

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.

    01905 419890 info@britannicplace.co.uk

    14 The Tything, Worcester, WR1 1HD

    Britannic Place Financial Management Limited is registered in England & Wales – Company No. 05899086 – Registered Address: 20 Camp Hill Road, Worcester, WR5 2HE.

    The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Decisions should not be taken based on the content of the website and individual advice should be sought first. The regulations, levels and bases of taxation are subject to change.

    Britannic Place Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Number is: 588420.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

    Privacy Policy Cookies Policy

    Do you need a financial planner?

    Not everyone needs us, but find out if you need a financial planner. Answer 10 questions in 120 seconds and we’ll tell you.

    Click here to find out more