Britannic Place

Meet our team

Our knowledge is our power

We are committed to ensuring every member of the team has the education and training they need to do their job and live and breathe our core values. Get to know the team...
Steve Perera
Chartered Financial Planner and Director
Dean Poulson
Chartered Financial Planner
Helen Howman
Administrator
Helen Stanley
Administrator
Fiona Carlton
Practice Manager
Nicole Bodycote
Trainee Financial Services Administrator

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.

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