Britannic Place Financial Management Limited

Steve and the team have managed my pension for a few years now - they always give very sound advice and are available to give it whenever asked. Highly trusted and recommended.

Really impressed with Steve and his team of staff. Very professional and feel they genuinely care about their clients. From our first meeting, they took the time to understand our goals and concerns, they have instilled confidence that our investments are in capable hands. I would have no hesitation in recommending Steve for anyone looking for a knowledgeable & trustworthy Financial Adviser.

We have been recommended to Steve and Britannic Place many times through our family accountant who I trust completely. She has worked alongside Steve and his company often and when we had some extra money that we wanted to invest and we had reached retirement age, she suggested we talk to Steve. They have been very thorough and patient with us and we couldn't be happier with their service so far. Feel completely safe in their hands. Would highly recommend.

Approaching my early retirement, I needed advice on my options and some recommendations based upon our circumstances. After a detailed breakdown of our existing expenditure and of our desired lifestyle during retirement, Steve and his team put together a comprehensive report and plan to achieve our future aims. I would recommend that anyone in a similar situation contact Britannic Place.

Britannic Place have managed my pension and investments for the last 14 years. Steve has been straightforward and open in his advice, explaining his recommendations and the reasoning behind them. He has helped me think through my investment approach and attitude to risk and taken some of the uncertainty out of investing for me. My experience in the annual reviews with Steve and Dean is of people working with you in thinking and planning for the future. The staff at Britannic Place have always been helpful and prompt in my dealings with them.