Business Details
20 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are a firm of Chartered Financial Planners providing services to business owners, professionals, and executives. Established in 2006, our purpose is to help clients live secure retirements by planning for the future at every life stage. Our team of experts prioritises client goals, offering tailored advice to increase confidence in financial decisions. With over 25 years of experience, our director Steve Perera holds memberships with the CISI, Personal Finance Society, and STEP, ensuring high standards of expertise. Our core valuesknowledge, honesty, collaboration, accountability, and balanceguide our approach to client relationships.We focus on simplifying financial complexity, saving clients time, and fostering confidence through clear, jargon-free communication. Recognised as Worcesters only VouchedFor Top Rated Firm for four consecutive years, we combine industry accolades with a client-centric ethos. Our services span retirement planning, investment management, and estate planning, tailored to individual needs. We measure success by our clients ability to achieve their financial goals, supported by regular progress reviews. With a proven track record in Worcestershire and beyond, we remain committed to ethical standards and continuous professional development.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Financial Advice
Details
- Year established: 2006
Highlights and features
- We are a Chartered financial planning firm, representing the gold standard in financial advice.
- We have been Worcesters only VouchedFor Top Rated Firm for four consecutive years.
- Our team replaces complexity with simplicity, communicating in clear, jargon-free language.
- We save your time by handling all financial legwork, allowing you to focus on enjoying life.
- We increase your confidence in financial decisions through personalized, expert guidance.
Associations and certifications
- Chartered Institute for Securities & Investment (CISI)
- Personal Finance Society
What people say
Confidence in financial future
Bespoke service
Personable and engaging
Secure financial future
Proactive communications
Services
Financial Planning
Our financial planning service helps clients navigate complex financial decisions by creating tailored strategies aligned with their life goals. We assess income, assets, and aspirations to build comprehensive plans that ensure long-term security. By focusing on clarity and simplicity, we empower clients to make informed choices without industry jargon.
Retirement Planning
Retirement planning involves designing strategies to ensure financial stability during post-work years. We evaluate current savings, pension schemes, and lifestyle aspirations to develop actionable roadmaps. Regular reviews keep plans adaptable to life changes, market fluctuations, and evolving regulations, ensuring clients remain on track.
Investment Management
Our investment management service optimises asset allocation to meet specific financial objectives. We construct diversified portfolios based on risk tolerance, time horizons, and income needs. Ongoing monitoring and rebalancing ensure investments align with market conditions and client goals, maximising growth potential while mitigating risks.
Estate Planning
Estate planning ensures clients assets are distributed according to their wishes while minimising tax liabilities. We collaborate with legal professionals to create wills, trusts, and tax-efficient strategies. This service provides peace of mind by safeguarding legacies and protecting beneficiaries financial futures.
Financial Advice
Our financial advice service offers bespoke solutions for clients at any life stage. Whether addressing debt management, tax planning, or major life events, we provide actionable insights tailored to individual circumstances. This holistic approach ensures clients feel confident in their financial decisions.
People
Steve Perera
Chartered Financial Planner and Director
With over 25 years of experience, Steve is a Chartered Financial Planner and director at Britannic Place. He holds memberships with the CISI, Personal Finance Society, and STEP, ensuring expertise in retirement and investment strategies.
Dean Poulson
Chartered Financial Planner
Dean specialises in creating tailored financial plans for clients approaching retirement. His Chartered status reflects his commitment to industry excellence and continuous professional development in wealth management.
Fiona Carlton
Practice Manager
Fiona oversees daily operations and client support at Britannic Place. Her role ensures seamless service delivery, combining organisational expertise with a focus on client satisfaction and team collaboration.
Jess Sykes
Technical Analyst
Jess provides analytical support for investment strategies and financial planning. Her role involves researching market trends and regulatory changes to enhance the accuracy and effectiveness of client recommendations.
Ellis Atkinson
Financial Administrator
Ellis manages administrative tasks to support the planning process, ensuring efficient client communication and documentation. His role is vital in maintaining organisational efficiency and client service standards.
Questions
What services does Britannic Place offer?
We provide financial planning, retirement planning, investment management, estate planning, and personalised financial advice tailored to individual client needs.
Why choose Britannic Place as your financial adviser?
As a Chartered firm and Worcester’s only VouchedFor Top Rated Firm, we combine industry expertise with a client-centric approach to simplify financial decisions.
How does Britannic Place personalise financial plans?
We assess each client’s unique goals, risk tolerance, and life circumstances to create tailored strategies, regularly reviewed to adapt to changing needs.
Are there fees for the initial consultation?
No, we offer a free initial meeting to discuss your needs and determine if we are the right fit for your financial planning requirements.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with memberships in the CISI, Personal Finance Society, and STEP, ensuring high professional standards.
How does Britannic Place stay updated on financial regulations?
We prioritise continuous professional development and collaborate with regulatory experts to ensure compliance and provide accurate, up-to-date advice.
