Qualifications

G60: Pensions
Advanced Diploma in Financial Planning – CII
Advanced Financial Planning Certificate – CII
Financial Planning Certificate – CII
Certificate in Equity Release – CII
Certificate in Financial Planning and Lifetime Mortgage Activities – CII
Certificate in Mortgage Advice – CII
Regulated Retail Investment Adviser Re-Evaluation – Nov 2018 – CII
Retirement Provision Diploma – PMI
Advanced Diploma in Retirement Provision – PMI
The STEP Certificate for Financial Services (Trusts and Estate Planning) – STEP
AF3 – Pension Planning – CII
CF2 – Investment & Risk – CII
CF6 – Mortgage Advice – CII
CF7 – Lifetime Mortgage Activities – CII
CF8 – Long Term Care Insurance – CII
CF9 – Pensions Simplification – CII
HR1 – Home Reversion Plans – CII
J04 – Pension Funding Options – CII
J05 – Pension Income Options – CII
Bsc.Econ. (Jt Hons) in Economics and Politics
1st4Sport Level 1 Certificate in Coaching Rugby Union
UKCC Level 1: Introducing Children to Rugby Union
English & Wales Cricket Board (ECB) Support Coach
MSc in Finance with Distinction

Accreditations

Chartered Financial Planner
Chartered Financial Planner status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Steve has made a public commitment to professionalism and must maintain standards of excellence in qualifications, ethics, business practices and professional development.
Fellow of the Pension Management Institute
Steve is a Fellow of the Pension Management Institute – a high accolade and well respected in the industry. Holding this Fellowship proves Steve’s contributions and achievements in the pensions industry.
Fellow of the Personal Finance Society
Steve is a Fellow of the Personal Finance Society – the highest qualification awarded by the body. 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.
Associate of the CISI
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.
Affiliate of STEP
Steve is an Affiliate Member of the Society of Estate and Trust Practitioners (STEP). STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
SOLLA Retirement Advice Standard Holder
The SOLLA Retirement Advice Standard is an independent standard for financial advisers who specialise in understanding the needs of people at, and in, retirement. The aim of the Retirement Advice Standard is to ensure that people are better informed about their financial issues in retirement and can find the right adviser quickly and easily.

Team member

Steve Perera

Steve Perera

Chartered Financial Planner and Director

01905 419890 sperera@britannicplace.co.uk

Reviews and Ratings for Financial adviser Steve Perera, Worcester

What you'll find me doing at work

My role as a Chartered Financial Planner means I thrive on helping people to get clarity regarding their financial position, particularly when a client realises that they have sufficient wealth to allow them to do so much more with their lives.

I proudly embrace the lifestyle approach to financial planning. Working together with clients, we develop strategies that deliver peace of mind, control, prosperity and the ability to do what they’ve planned for.

Where you'll find me after work

I am truly happiest wining and dining at a superb restaurant. That involves eating great food, drinking superb wine, and with the company of good friends. If there is live music and a dance floor afterwards, that would be great too.

At the weekend, you’ll generally find me on the side lines, either coaching rugby, or proudly watching my children play sport. I am also a season ticket holder at Worcester Warriors and a keen supporter of my local Wooden Spoon Charity.

How I'm qualified to help you

With more than 25 years of experience in financial services, my “one-size-certainly-doesn’t-fit-all” approach is based upon the simple supposition that different people want different things from life. This means that we all require different financial outcomes that can be accessed as and when we need them.

SPS

Qualifications

Accreditations

FCA Registration

In the spotlight

Get to know Steve a little better.

What’s at the top of your bucket list?

To travel around Europe in top-quality hotels and dining in fantastic restaurants restaurants.

What one thing is guaranteed to make your day better?

England winning at rugby.

What app on your Smartphone could you not survive without?

WhatsApp. Without it, I would struggle to organise my social life, including all my children’s sports and other activities.

Is there a quote or motto that sums up your approach to life?

“Consistency is the true foundation of trust. Either keep your promises or do not make them.” Roy T Bennett

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.