Chartered Financial Planner
FPFS FPMI ACSI– Affiliate of STEP – BSc Econ (Jt Hons)
Steve has over 20 years of experience in financial services. He learnt his ‘trade’ working for larger firms – Mercers, Aon and PricewaterhouseCoopers – before working for a local accountancy firm based in Worcestershire.
Steve established Britannic Place Financial Management Ltd in 2006 as a boutique practice dealing with a select group of, mainly, private individuals. Steve now works with just under 100 families to help them create wealth management strategies completely aligned to their goals and objectives.
In his spare time Steve enjoys most sports and is a regular gym goer, having finally hung up his rugby boots. During the rugby season Steve can now be seen coaching his son’s junior team at Worcester RFC.
Helen started her career in banking before moving to a local firm of IFAs in 1997. She joined Britannic Place Financial Management Ltd in 2012 and ensures that our office operations and client administration run smoothly.
Away from work, she is a keen walker and enjoys reading and cooking.
Denise is an experienced business manager, with proven success in developing, growing, supporting and managing businesses of various sizes and across a wide number of industries.
New to the financial services industry, Denise brings her experience to bear on back office administration processes, business support and team management. A passionate individual, she is always willing to take on new challenges, and has embarked on study towards the Diploma in Regulated Financial Planning, sponsored and supported by us at Britannic Place.
Outside work, Denise enjoys living in the countryside, spending time with her partner and dog, cooking, singing along to a vast range of music and playing at being a part-time farmer’s wife.