Britannic Place Financial Management

Independent Financial Adviser  14 The Tything, Worcester, WR1 1HD
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Steve Perera
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Fellow members will have completed five years as an Associate Member and met the continuing professional development requirement for the last three years.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

We are a financial planning firm, based in Worcester.

Since 2006, we have been providing financial planning and wealth management services to business owners, professionals, executives, and other clients in search of quality advice. We work closely with families to help them create wealth management strategies completely aligned with their goals and objectives.

Our founder, Steve, is a Chartered Financial Planner with over 20 years’ experience in financial services. As well as being authorised through the Financial Services Authority, he is an active member of the Personal Finance Society and the Society of Trust and Estate Practitioners (STEP).

Our Core Values define who we are; they guide us as a company and as individuals. We aspire to demonstrate these values and behaviours every day: Knowledge, Honesty & Integrity, Collaboration, Accountability and Balance.

Our services

We provide a comprehensive financial planning service that looks deeply into your financial situation to produce recommendations and implementation strategies. We will then work with you to help you set, then achieve, your financial goals.

We also offer one-off advice as necessary, helping you when it comes to the most important financial decisions.

Where to find us
Head office address: 14 The Tything, Worcester, WR1 1HD
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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