FinaMetrica’s Risk Profiling system has gained international recognition as world’s best practice. Developed and trialled in Australia over four years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisers and financial institutions around the world in seven languages. More than 770,000 FinaMetrica risk tolerance tests have been completed.

The system provides a scientific assessment of an individual’s personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 25 question risk tolerance tests can be completed in 15-20 minutes and the comprehensive risk tolerance report is available immediately to us and our clients.

CATS are a small but committed team of compliance consultants with offices in East Anglia and clients based throughout the UK.

Regulatory guidance and support is the core of their business and they ensure that Britannic Place Financial Management Limited continues to operate compliantly within the highly regulated UK advice regime.

Moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. They have built and maintain our client portal, which is offered to all ongoing clients to help them manage their wealth.