Britannic Place Achieve Corporate Chartered Status

We are extremely proud to announce that Britannic Place Financial Management Limited has been granted Corporate Chartered Status by the Chartered Insurance Institute (CII).

As you may be aware, I myself have been a Chartered Financial Planner since 2007.  This is a coveted designation and demonstrates commitment to additional study and on-going personal development to maintain this status.

Achieving Corporate Chartered Status is our public declaration, as a firm, of our commitment to professional standards, and is the culmination of a lot of dedication and hard work over recent years.

The CII are the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Holding Chartered Status means we adhere to an ethical code that underpins broader commitments to professional values.  These include putting our clients’ interests first, investing in ongoing development of our people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of our profession.

In working with us, you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements.  It also means that as a firm, we are committed to providing a high quality of service and support.

You can find more detail on the aims, standards and what makes a firm Chartered online at:

We are delighted to rank amongst only five chartered financial planning firms in Worcestershire, and one of only two in Worcester city centre.  If you have any specific questions for us on any of the above, what it means for us, or you, please feel free to get in touch – we would love to hear from you.

All the best from myself and all the Team at Britannic Place

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.