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
Peter
Client since 2019
"I was so impressed with how personable and engaging Britannic Place were."
Watch their story
Kevin
Client since 2016
"Thanks to Steve, we now have a more secure financial future."
Watch their story
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.
Get in touch, we’d love to help you
Do you need a financial planner?
Not everyone needs us, but find out if you need a financial planner. Answer 10 questions in 120 seconds and we’ll tell you.
