We’re one of the UK’s Top Rated advice firms thanks to your reviews


Financial advice helps people feel more in control of their future and achieve their goals. Yet, knowing where to seek professional advice you can rely on can be difficult. That’s why being named one of VouchedFor’s Top Rated advice firms is an honour.

Today, VouchedFor’s 2025 Top Rated guide to financial advisers is distributed in The Times and celebrates the best financial advice firms in the UK. It’s an invaluable tool for those who could benefit from financial advice but aren’t sure where to start. As the ratings are based on client reviews, readers can feel confident they’re contacting a trusted professional who will support their aspirations.

We’re thrilled to be included in the Top Rated guide for the fourth time.

Of the roughly 6,000 authorised advice firms in the UK, just 117 are included in the guide, marking us as one of the best in the sector. In fact, we’re Worcester’s only Top Rated Firm in 2022, 2023, 2024 and again in 2025.

Our inclusion is a testament to the hard work of the whole Britannic Place team and their commitment to supporting our clients.

Not only have we qualified as a Top Rated firm, Steve was recognised as a Top Rated adviser thanks to exceptional client reviews.

VouchedFor is a platform for verified financial advice reviews

If you’re not familiar with VouchedFor, it’s a review platform for financial advisers and planners that allows clients to leave honest feedback. All reviews are verified, and negative comments are never edited, so those seeking financial advice know they can rely on the details.

We’re thankful to have more than 190 reviews on VouchedFor and an overall rating of 4.9 out of 5.

We’d like to thank all our clients who have left us a VouchedFor review. If you haven’t left a review yet, please feel free to do so. A five-star review is always appreciated, and we’d love to hear your feedback.

Visit VouchedFor to leave a review.

Thank you for your reviews and ongoing support

We couldn’t achieve Top Rated status without your ongoing support. It’s a privilege to be trusted with your wealth and to aid your long-term goals. We look forward to working with you in the future.

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.

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