Planning is bringing the future into the present so that you can do something about it now. A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life. We know that our client-focused financial planning service makes a profound difference to the lives of our clients.
We know, because we've seen it happen. We've seen clients achieve real financial independence for the very first time. We've helped them create a secure financial future, and given them the means to live the life they want. Knowledge - we always strive to learn new things, improve our skills and obtain the highest levels of professional qualifications.
We know, because we've seen it happen. We've seen clients achieve real financial independence for the very first time. We've helped them create a secure financial future, and given them the means to live the life they want. Knowledge - we always strive to learn new things, improve our skills and obtain the highest levels of professional qualifications.
Services
Our Firm provides financial planning and wealth management services to business owners, professionals, executives and other affluent clients. Recommendations are based solely on our clients' specific needs, circumstances and goals. Our Principal is a Chartered Financial Planner with over 15 years experience of financial services and who is authorised to provide advice through the Financial Services Authority.
Steve has over 20 years of experience in financial services. He learnt his 'trade' working for larger firms - Mercers, Aon and PricewaterhouseCoopers - before working for a local accountancy firm based in Worcestershire. Steve established Britannic Place Financial Management Ltd in 2006 as a boutique practice dealing with a select group of, mainly, private individuals.
We believe that investment advice should, ideally, be considered in conjunction with your long-term objectives. We offer a financial planning service to allow us to determine your goals and objectives in order for us to produce a plan to achieve these. We believe that determining the level of investment risk that you are comfortable taking is crucial.
FinaMetrica's Risk Profiling system has gained international recognition as world's best practice. Developed and trialled in Australia over four years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisers and financial institutions around the world in seven languages.
You work hard for your money. But that money is only worth something when it lets you live the kind of life that you want to lead. We advise clients of various ages, circumstances and backgrounds. However, mostly our clients are professional people, business owners or are already retired. The one thing that they all have in common is that they don't leave their financial wellbeing to chance.
Reviews
Be the first to review Britannic Place Financial Management.
Write a Review
