Britannic Place Financial Management
Initial consultation free
Independent
With over 20 years’ experience, we provide a comprehensive financial planning service. Working closely with individuals and families, we create wealth management strategies aligned with your goals and objectives.
Get in touch to hear how we can help you.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Steve Perera
Chartered Financial Planner
Contact us
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