Britannic Place Financial Management Ltd

Independent Financial Adviser  111/113 High Street, Evesham, Worcestershire, WR11 4XP
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FCA authorised
Last authorised 30th November 2020
We help clients to identify and achieve what they want in life without having to worry about financial matters.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Group risk
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Long term care
Meet our advisers
Steve Perera FPFS APMI ACSI
Chartered Financial Planner
About us

Britannic Place was set up by Steve Perera in 2006. Steve is a Chartered Financial Planner and is ably supported by his backup team. We are a boutique financial planning business that works with less than 100 ongoing clients in order to maintain a very high level of service and attention.

Our services

We help clients to live the life that they want to live without the fear of ever running out of money whatever happens. We provide real lasting financial security for our clients and their financial dependants. We give people clarity over what their future looks like and help them to have peace of mind and less worry about their financial future. Ultimately, we help people to have more time, more freedom, more choices and more life.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

111/113 High Street, Evesham, Worcestershire, WR11 4XP

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