Breaking news: Your reviews mean we’re one of the UK’s Top Rated advice firms

We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed today in The Times.

The guide identifies and celebrates the UK’s best financial advice firms, all based on feedback from their clients.

Inclusion in the guide is a tremendous honour. Only 113 of the roughly 5,000 financial advice firms in the UK qualified, and we’re delighted to be one of them.

Even better, we are Worcester’s only Top Rated Chartered Firm of financial planners and it’s the third consecutive year that we’ve qualified.

What is VouchedFor?

If you’re not familiar with VouchedFor, it’s a platform that allows consumers to leave reviews for their financial adviser or planner. Essentially, it’s like Tripadvisor but for financial advisers.

We now have more than 155 reviews on VouchedFor, which verifies all reviews and never removes or edits negative comments. This rigorous and fair approach means you can be reassured that our reviews accurately reflect the service we provide.

A big thank you to our clients

We’d like to thank all our clients who’ve left reviews, as you’re the reason we’ve qualified as a Top Rated Firm. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

If you haven’t left a review for us yet and would like to, please feel free to do so. The process takes less than 10 minutes. We’d love to hear your thoughts and a five-star review is always appreciated.

Click here to leave a review.

It’s a team effort

Finally, we’d like to thank everyone here at Britannic Place Financial Management. Without their hard work and dedication, we wouldn’t be able to provide the first-class service our clients tell us they love, which has been highlighted in our VouchedFor reviews.