Steve Perera

Steve Perera

Britannic Place Financial Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Worcester
View location

Top Rated 2025
Verified since: October, 2018

4.9 out of 5

185 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 February 2025

    Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Steve has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Steve has provided information on their typical fees

    Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steve

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 February 2025

    Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Steve has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Steve has provided information on their typical fees

    Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steve

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 6 first impressions)

I am a Chartered Financial Planner with over 25 years of experience in Financial Services. I established Britannic Place in 2006 with the idea of providing a high quality service aimed at giving our clients peace of mind. We achieve this mainly through our Comprehensive Financial Planning service, which allows our clients to see whether or not they can achieve or maintain the lifestyle that they want throughout their lifetime. Remember - 'life is not a rehearsal'! Whilst having a significant amount of technical knowledge and experience is a pre-requisite for a quality financial planner, I believe that what sets the best planners apart is their ability to really listen and get to the heart of what really matters to their clients. I specialise in working with successful people that are either coming up to or are already in retirement. In my spare time I enjoy most sports and am a regular gym goer, having finally hung up my rugby boots. My three young kids keep me pretty active most of the time and you can find me coaching my son's rugby team on Sunday mornings throughout the season.

Offers available through VouchedFor

Contact Steve through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Steve's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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Adviser Disclaimer

Britannic Place Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority. Britannic Place Financial Management Limited Registered Address: 20 Camp Hill Road, Worcester, WR5 2HE Company No:5899086 Our FCA No: 588420