Britannic Place

Why choose us?

Reasons why we are Worcestershire’s
leading financial planning firm:

We’re a Chartered financial planning firm

This is the “gold standard” for anyone giving advice about money. Chartered status is only awarded to those who demonstrate superior knowledge about financial services.

We’re an award-winning financial planning firm

We’ve picked up a number of shiny awards which demonstrate the hard work and dedication of our team. With this recognition, you’ll rest assured that you’re in safe hands.

We replace complexity with simplicity

Our team focuses on what the money is for rather than the money itself. Any worries are banished, and we speak to you in clear English – there’s no jargon here!

We save your time

Your time is precious, that’s why we do all the legwork for you. Meaning you can sit back and enjoy life with your loved ones without the worry of sorting out your finances.

We help you feel more confident

We increase your certainty in the decisions that you make, helping to ensure that you don’t do the wrong thing or overlook something important.

We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times. Better yet, Worcester’s only Top Rated Chartered Firm of financial planners and it’s the third consecutive year that we’ve qualified! Click here to find out more.

We are RQ rated

We voluntarily asked RQ to rate us on a variety of different factors. You can read our rating and the report produced by RQ by clicking here.

Our clients love what we do


of clients would recommend us to friends and family.


say it is very easy
to be a client of Britannic Place.


believe that working with us has helped or will help them to achieve their financial goals.

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.