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.
Vicky Hartley LL.B (Hons)
Vicky completed her law degree from the University of Exeter in 2014 and joined Britannic Place in September 2016. She is currently assisting with the administrative side of the business with a view to completing financial qualifications in the future.
In her free time Vicky enjoys travelling, reading and dining out with friends.