Who we help

Planning for retirement

With so much on your plate, retirement might be the last thing you want to dedicate time to at the end of a busy working day. We are experts at dealing with business owners and executives in your situation who are looking to step away and start thinking about the future.

We remove the hassle and work closely with you to gain full control over you and your family’s future, financial security and answer that number one question: how much is enough?

What our clients say


Client since 2019
"I was so impressed with how personable and engaging Britannic Place were."
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Client since 2016
"Thanks to Steve, we now have a more secure financial future."
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How we help

We provide the reassurance and advice you need to stay on track for the life you want to live.

How much is enough

How much is ‘enough’ for retirement. We work collaboratively with you to ensure that a clear plan is in place, you’ll feel safe in the knowledge that you can afford the retirement you’d like, with the help of our expert team.

Avoiding tax issues

Tax can be complicated, but we’ll take the load off you. When it comes to estate management or extracting profit from business tax-efficiently, we’ll offer incomparable advice and provide the best outcome for your situation.

Smarter investment decisions

Everyone wants to make their money work harder, and we turn that goal into a reality. Our knowledge is our power, and our team remove the hassle of investing so that you can get on with living your best life.

Your journey with us

Our number one priority is taking good care of your wealth and making sure it lasts as long as you do. We focus on what the money is for rather than the money itself because we know it drives better decision-making.

Your journey

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.