Britannic Place Financial Management
Investment Company in Worcester, Worcestershire
Britannic Place Financial Management ltd was established to supply best quality advice and service to customers mainly located in and around the Worcestershire area. Our goal is to be a tiny local company delivering the type of professional, competent services that you would expect from an adviser located in one of the national financial centres, such as London. In addition to this, we truly believe in delivering honest, trustworthy advice to customers, as well as treating them all as the individuals that they are.
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Britannic Place Financial Management
read moreWe 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.
About Us
read moreOur 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. He is also an active member of the Institute of Financial Planning, the Personal Finance Society and the Society of Trust and Estate Practitioners (STEP).
Blog
read moreMany people in America are now feeling as much anxiety about the end of this contentious presidential election as they were feeling during the many months of campaigning. If your New Year's resolutions rarely last until Valentine's Day, this might be the year to stop "resolving" and start setting goals. What's the difference? In our experience, some newly retired clients can even exceed that pace once they're no longer. Why work when you can travel, play, sleep in, and. Umm. Sleep some more? That's both the promise and the dilemma of the popular Financial Independence Retire Early.