Britannic Place Financial Management Limited - Worcester

Address: 14 The Tything, Worcester WR1 1HD, United Kingdom.
Phone: 1905419890.
Website: britannicplace.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Toilets.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

Location of Britannic Place Financial Management Limited

1905419890

Britannic Place Financial Management Limited is a financial planning firm located at Address: 14 The Tything, Worcester WR1 1HD, United Kingdom. The company can be reached by phone at Phone: 1905419890. Their website is Website: britannicplace.co.uk.

The firm specializes in providing financial planning services, and they have a wheelchair-accessible car park and toilets available for clients. According to Google My Business, Britannic Place Financial Management Limited has received 13 reviews with an average rating of 5/5.

When it comes to choosing a financial planning firm, it's essential to consider the company's experience, expertise, and reputation. Britannic Place Financial Management Limited has established itself as a reliable and trustworthy firm with a strong track record of helping clients achieve their financial goals.

Their team of experienced financial planners is dedicated to providing personalized, comprehensive financial planning services tailored to each client's unique needs and goals. They work closely with clients to help them make informed decisions about their finances and develop a plan that aligns with their values and lifestyle.

The firm's wheelchair-accessible car park and toilets make it easy for clients with mobility issues to access their services. This accessibility feature demonstrates the firm's commitment to providing a welcoming and inclusive environment for all clients.

If you're looking for a financial planning firm that you can trust, Britannic Place Financial Management Limited is an excellent choice. With their strong reputation, experienced team, and personalized approach to financial planning, they can help you achieve your financial goals and secure your future.

To learn more about the firm and their services, we recommend visiting their website at Website: britannicplace.co.uk. You can also reach them by phone at Phone: 1905419890 to schedule a consultation and start your journey towards financial success.

Reviews of Britannic Place Financial Management Limited

Britannic Place Financial Management Limited - Worcester

DC H

5/5

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.

Meredith McCracken

5/5

Many including myself are afraid of taking the "financial planning" leap. Steve and his team of Helen, Dean and Nicole are professional, friendly & knowledgeable and completely put my mind at rest? Don't be afraid, take that small but important step to Britannic Place Financial Management Limited and let them guide you!
Thank you all, Meredith (Merry)
#absoluteharp, #meredithmccracken, #electroacousticharp

Paul Brennan

5/5

Steve and the team have been really helpful for myself and the company. Friendly and knowledgeable he is able to help me navigate the complex world of finance. I would highly recommend their services

Carol Nicholls

5/5

Steve has advised my husband and I on all our pension pots, we now feel that we are secure financially for retirement. Approaching Steve had been one of the most important things we have done over the last few years to organise our future . Thank you !

Allan Oakman

5/5

Britannic Place Financial management offer excellent, unbiased advice that is well worth the investment. Their guidance, coupled with clear and simple explanations have consistently helped us keep appraised of our financial position enabling us to enjoy our retirement without the stress of uncertainty. We would strongly advise that any individuals or couples considering retirement use Britannic Place Financial Management.

Simon Burney

5/5

I had an initial meeting with Steve to review my current pension position and investments as I near retirement age. The upshot was that after reviewing the detail there was not much Steve could do for me at the present time. He was knowledgeable and open and whilst I have not signed up as a client he did spend some very useful time discussing things.

Peter Morgan

5/5

Excellent advice from Steve and the team over the years. It has made such a bit difference in my retirement planning and financial security.
Also some very good advice and help towards making wills and providing for my family in the future.

Chavdar Ivanov

5/5

Having only basic financial knowledge, we became customers several years ago. As much as it is indeed possible in these uncertain times, we have always received all the information required to make financial and legacy-planning decisions, clear explanation of the ways and the means of reaching our targets, open discussion of the fees and of the risks involved, without any push to do anything whatsoever.