Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 4 )
Pensions ( 139 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 105 )
Investments and Savings ( 124 )
Pension Transfers - Non Specialist ( 35 )
Inheritance Planning ( 81 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 105 )
Financial Mentoring ( 12 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 32 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 7 )
Review
by a verified client in Gloucestershire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were seeking advice on how to manage our long-term finances before our retirement.
How has Steve Perera helped you?
He gave us the confidence and strategy to proceed with retirement knowing that we had a robust financial plan in place.
Have you seen the outcome you were hoping for?
Yes, our annual meetings confirm how excellent Steve's advice has been. He provides great reassurance and a clear picture of how that financial plan is proceeding.
What could they have done better?
I believe they could have done nothing better.
Steve:
Thank you so much for leaving this review - it is really appreciated. We are delighted to hear that our advice and planning gave you confidence and clarity as you approached and as you now enjoy retirement. Helping our clients feel reassured and secure in their financial future is always our top priority. We’re really pleased that the annual meetings provide you with reassurance and show the progress of your financial plan. Your trust and satisfaction mean a lot to us, and we look forward to continuing to support you for many years to come.Review
by a verified client in Worcestershire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My recent (early) retirement required us to review and reorganise our savings and investment plans
How has Steve Perera helped you?
Steve and his team led us through a comprehensive financial and life-plan review then recommended and implemented an approach to ensure we could meet our goals.
Have you seen the outcome you were hoping for?
To date - yes!
What could they have done better?
Very little
Steve:
Thank you so much for leaving this review - we really appreciate it. We were really pleased to be asked to carry out a comprehensive review of your financial situation as you transition into early retirement. We’re also delighted to hear that the outcomes so far have met your expectations, and we remain committed to ensuring your plan continues to deliver for you in the years ahead.Review
by a verified client in Worcestershire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we had many investments and quite a few Pensions and with the sale of my Business imminent we decided to seek Professional advice in order to properly plan for our future and retirement
How has Steve Perera helped you?
Steve has helped us with every aspect of our finances including proper management and a overhaul of all of our investments and savings, inheritance planning and retirement income
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
I genuinely cannot think of anything that could have been done better
Steve:
Thank you so much for leaving this review - it is really appreciated. Thank you also for your incredibly kind words and for your longstanding trust in our services. It’s been an absolute privilege to work with you over the years and support you through such significant milestones, from selling your business to planning for retirement and your future. We’re delighted to hear that you’ve achieved the outcomes you were hoping for and that you’ve found our guidance valuable. Your satisfaction is the greatest compliment we could receive, and we remain committed to ensuring your financial plans continue to work seamlessly for you.Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Original pension investments
How has Steve Perera helped you?
Understanding my aims and objectives, then putting them into practice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, not really
Steve:
Thank you so much for leaving this review - it is really appreciated. Thank you also for trusting us with your financial planning over the years. We really do make all efforts to understand your aims and objectives and, as you say, help put them into practice. However, it is great to receive feedback that we have done this. Your longstanding trust and satisfaction is really important to us, and we’ll continue to work hard to support you every step of the way.Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
TO CONSOLIDATE PENSION ASSETS AND TO PLAN FOR RETIREMENT INCOME AND INVESTMENT
How has Steve Perera helped you?
CONSOLIDATED PENSIONS AND GIVEN REGULAR ADVICE
Have you seen the outcome you were hoping for?
YES
What could they have done better?
SPEEDIER COMPLETION OF MY INSTRUCTIONS, WITHOUT LONG REPORTS OF ADVICE (WHICH I BELIEVE ARE A REQUIREMENT OF THE REGULATOR)
Steve:
Thank you for sharing your feedback and for highlighting areas where you feel that we can improve. I do understand your point about the speed of completing instructions and the length of advice reports. Unfortunately, regulatory requirements do necessitate detailed documentation, but we’ll continue to look for ways to streamline the process while maintaining compliance and clarity. I am really pleased to see that you are happy with the advice and the service that we provide. Your lower score for value has been duly noted, although I do believe that we provide fantastic value for the range and quality of services that we provide. Finally, it’s great to see that, through working with us, you have achieved the outcome that you were hoping for.Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on the entirety of my financial planning situation.
How has Steve Perera helped you?
By advising me on selection of the most suitable financial instruments, applicable for my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I would prefer to have met him a few years earlier, as I had a period when my assets were not invested and didn't bring any returnds.
Steve:
Thank you so much for leaving this review - it is greatly appreciated. I'm really pleased to know that we have helped you achieve the outcomes you were hoping for. Helping our clients find financial solutions that align with their specific needs is at the heart of what we do, and it’s great to hear that our recommendations have been effective for you. I completely understand your sentiment about wishing we had met earlier. Ensuring your assets are working for you is so important, and we’re really grateful for the opportunity to work with you now and long into the future.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving to a retirement home and need to find a use for released equity.
How has Steve Perera helped you?
Thorough review of circumtances and assets followed by advice on the best options available.
Have you seen the outcome you were hoping for?
It's early days yet but all is satisfactory so far.
What could they have done better?
There were some minor digital gliches but these were quickly resolved.
Steve:
Thank you for leaving this review - it really is appreciated. I am so pleased that I was able to assist you with a thorough review of your circumstances and to provide advice on the best options for the equity that you had released. Moving to a retirement home is a big change, and I was happy to help make the process as smooth as possible. Thank you for your feedback on the digital issues and I was pleased to hear that these were promptly resolved. We will continue working to make our processes as smooth as possible. It’s great to hear that everything is on track so far, and I look forward to working with you long into the future.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor advice from previous big bank fund manager.
How has Steve Perera helped you?
Steve has helped me to invest with much better returns in a secure environment which in turn gives me far more security in my retirement.
Have you seen the outcome you were hoping for?
Yes. A big improvement in my investment portfolio.
What could they have done better?
Cannot think of anything.
Steve:
Thank you for leaving this review - it is most appreciated. I'm delighted to know that you have been pleased with your investment performance and that this has helped you feel more secure in your plan for retirement. Achieving good investment growth and helping clients feel secure in their retirement is what we strive for, so it’s fantastic to hear that you’re seeing the benefits firsthand. We look forward to continuing to help you get the best out of life during your retirement.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of personal specialist knowledge
How has Steve Perera helped you?
Giving us the confidence to invest our pensions and savings wisely with a level of risk that we are comfortable with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you so much for leaving this review - it is really appreciated. It’s great to hear that we have been able to provide you with the guidance and confidence that you were looking for to make informed decisions with your pensions and savings. Tailoring a plan to match your specific requirements is so important to us. We look forward to continuing to work with you throughout your retirement to make sure you can continue to live your best life.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Steve Perera helped you?
Sound advice over a range of matters and has taught me that I do not need to be reckless in my investment dealings.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Perhaps more frequent communication .
Steve:
Thank you for leaving this review - it really is appreciated. I'm really pleased to hear that the guidance we’ve provided has been helpful as you approached retirement, and that it reinforced a sensible approach to investing. It’s our aim to provide advice that builds confidence without unnecessary risk, so it’s great to know that this approach has resonated with you. I also appreciate your note on communication and we will see if we can keep in touch more frequently moving forward. Insights like this are invaluable in helping us to improve our service.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up personal pension and advising on investments
How has Steve Perera helped you?
Created personal pension and created portfolio balanced according to my needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am completely satisfied
Steve:
Thank you so much for leaving this review - it is greatly appreciated. I'm delighted to hear that you’re completely satisfied with the advice provided on your pension and investments. Crafting a balanced portfolio that aligns with your specific needs and goals is always our priority, so it’s great to hear that it’s working well for you. We look forward to continuing to support you and to adjusting your strategy, as and when needed, throughout your retirement.Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice.
How has Steve Perera helped you?
Most definitely
Have you seen the outcome you were hoping for?
Not quite since like everyone my investments have been affected by lower growth due to the Covid Pandemic and the Ukraine War. But given the circumstances he has done very well.
What could they have done better?
Not much.
Steve:
Thank you for taking the time to leave this review - it is greatly appreciated. I'm so glad to hear that, despite the challenges brought by the pandemic and global events, you have been pleased at how your investments have performed. Our aim is to help our clients navigate even the most uncertain times, and it’s great to know that our approach has provided you with some reassurance. We’ll keep working hard to support you and adapt to any new challenges long into your retirement.Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Where to find the money to pay off the mortgage at the end of its term. And a legacy that needed investing.
How has Steve Perera helped you?
Sorted out our finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with what was recommended and achieved
Steve:
Thank you so much for leaving this review - it is greatly appreciated. We’re delighted to know that our recommendations have helped sort out your finances and achieve the results you were hoping for. Helping our clients gain clarity and confidence in their financial plans is always our goal, and it’s great to know we’ve met your expectations. We look forward to continuing to support you in your retirement.Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Steve Perera helped you?
Steve’s been great and do easy to talk to. He covers all areas of my financial retirement plans making them simple to understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Difficult to say as been happy and not felt he was missing anything.
Steve:
Thank you for leaving this review for me - it really is appreciated. I'm so pleased to hear that our support has made your retirement planning journey clear and straightforward. Making sure our clients feel informed and confident in their retirement decisions is a top priority, and it’s great to know we’ve helped you feel at ease. Please know that we’re here to continue to guide you every step of the way, as you navigate your way through your retirement.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on financial matters
How has Steve Perera helped you?
Giving sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for taking the time to leave this review - it is greatly appreciated. We're pleased to hear that our sound advice has helped you achieve the outcome you were hoping for. We look forward to continuing to work with you long into your retirement.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Steve Perera helped you?
Has given sound advice that has paid off financially
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I really don't know!
Steve:
Thank you so much for this feedback - it is greatly appreciated. We’re pleased that the advice and strategies we put in place have made a positive impact on your finances. Our clients' success is our top priority, and it’s really rewarding to know that our guidance has helped you achieve meaningful results. We look forward to continuing to support you long into your retirement.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a change of circumstances and needed advice to ensure that our finances were in order.
How has Steve Perera helped you?
We wanted to be able to 'offload' the stress of managing our finances, simplify our financial arrangements and ensure we had sufficient funds in the future.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
No
Steve:
Thank you so much, Katy, for your kind words - it really is appreciated. I'm delighted to hear that our financial planning services have brought you the peace of mind and clarity you were looking for. Helping our clients simplify their financial arrangements and secure their future is our main priority, so, it’s fantastic to know that you've seen the results you hoped for. We’re here to continue supporting you through any changes ahead and to keep your financial journey as stress-free as possible. Thank you again for your trust and for sharing your experience!Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take early retirement and had a couple of pension plans so needed some financial advice on what options were open to me.
How has Steve Perera helped you?
Steve began by getting to know my wife and i , our family , our background and our future aspirations . Once he got to know us a little better , he began to look at our finances and provided a range of options for us to consider , together with a recommendation. This enabled us to make an informed decision about our retirement .
Have you seen the outcome you were hoping for?
Absolutely we have - we are both retired whilst being young enough to enjoy it , and a regularly reviewed financial plan giving us security
What could they have done better?
I cant think of anything they could have done better
Steve:
Thank you so much for taking the time to share your feedback - it is greatly appreciated. We’ve really enjoyed getting to know you and learning about your specific circumstances and financial goals. It’s been a pleasure helping you develop a tailored financial plan, and we're so glad to hear that you're pleased with our service. The fact that you have trusted us with your financial future means a great deal to us. We look forward to continuing our partnership as we continue to work together in the years ahead.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with previous adviser.
How has Steve Perera helped you?
Provided a friendly and approachable means of finding a solution.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
Steve:
Thank you so much for leaving this reply John - it really is appreciated. I am pleased that you and your wife came to us for advice when you became dissatisfied with the large organisation that had taken over your original adviser. It is great to hear that you are pleased with the outcome, now that we have moved you into a lower cost evidence based solution. We are looking forward to working with you long into the future to ensure that you can continue to live the best lives that you can without any money worries.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to understand the best options for retirement
How has Steve Perera helped you?
Steve has guided me through the process of understanding my pensions and advised on options opens to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m n my view I do not believe anything could of improved the process and advise I have been given
Steve:
Thank you for leaving this review for me Tony - it is greatly appreciated. I am pleased that we were able to help you understand that you could actually retire following some changes in your circumstances and at your previous employer. We have now set up a plan to ensure that you can enjoy the best out of your retirement without worrying about running out of money. We look forward to working with you over the years to allow you to spend the time doing what you want, safe in the knowledge that your finances are firmly on track.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are reaching the "R" word! Reinvention for us, retirement for some
How has Steve Perera helped you?
Steve helped us in many areas, the most and the most important is taking away and fear.
Have you seen the outcome you were hoping for?
Yes, we see the beginnings, namely small but important savings coming from the secure transfer of pensions
What could they have done better?
I can't thnk of anything!
Steve:
Thank you so much for leaving this review - it really is appreciated. I am very pleased to hear that we were able to take away the fear of dealing with your various pensions and your upcoming "reinvention". It was a pleasure working with you through the process. I do think that it is really important for people to think about what they are retiring to rather than what they are retiring from, as they move towards a new and, hopefully, exciting stage in life. I am looking forward to continuing to work with you to ensure that you manage to live the best life that you can going forwards.Review
by a verified client in Gloucestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was planning for my retirement
How has Steve Perera helped you?
Steve has handled all of my pension and investment requirements for circa 20 years. Steve and his team are proactive. We have a formal review annually. In addition I receive regular updates on my investments and changes in regulatory, legal or fiscal matters that I need to know. Solid advise from a very safe pair of hands.
Have you seen the outcome you were hoping for?
Yes, my expectations have been exceeded and no nasty surprises along the way.
What could they have done better?
Nothing!
Steve:
Thank you for leaving this review Dom - it really is most appreciated. It has been a joy to work with you over the many years, since before I even founded Britannic Place. I am really pleased to hear that we have been able to exceed your expectations and that we have been able to keep you on track for the retirement that you have planned. I look forward to continuing to advise you long into the future and to ensuring that you continue to live the best life that you can.Review
by a verified client in Worcestershire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I wanted to plan for our next phases and stages of life, and ensure our financial matters were working optimally for us!
How has Steve Perera helped you?
Steve has made the process of reviewing our finances enjoyable and informative - he's given us confidence and structure and for the first time, we'll feel that we can annually review with a professional alongside - we feel safe and a sense of trust in his capable hands and those of his team
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review for me Sian - it is most appreciated. I have really enjoyed getting to know you and hearing about your plans for the future - I was really pleased that you had enjoyed the process too. We are looking forward to working with you over the long term to get you on track and to making sure that you stay there.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I believe I am a well informed amateur investor , but am also aware that there are gaps in my knowledge , thus I believed it prudent to seek out a professional adviser.
How has Steve Perera helped you?
By helping me to see investments/ pensions from different perspectives.
Have you seen the outcome you were hoping for?
Yes .
What could they have done better?
Nothing.
Steve:
Thanks for leaving this review for me Mark - it is most appreciated. I am looking forward to seeing how your new business develops now that you have retired from your previous role. Starting a new business is very different from the security of an employed role but I am confident that you will make a real success of it. However, I am pleased that we have been able to give you the peace of mind that, whatever happens with the new business, you should still be secure financially to live the life that you want.Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice and monitoring in retirement.
How has Steve Perera helped you?
Made useful recimmendations on how to maintain my standard of living in retirement.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
Nothing I can think of.
Steve:
Thank you for leaving this review for me Vicky - it is greatly appreciated. I have enjoyed working with you over the many years since you were referred to us for advice on your various investments. We have brought together most of your investments so that they are much more straightforward to manage and so that they are invested tax efficiently. I look forward to continuing to advise you so that you can carry on enjoying the best life that you can (and to keep those cruises coming!).Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to make best use of available funds; needed pension advice; sought long term regular investment advice.
How has Steve Perera helped you?
The advice and information provided has always been clearly explained and we have always be confident that we understand any actions proposed. All contact has been friendly and approachable and any queries have been addressed, however trivial.
Have you seen the outcome you were hoping for?
The overall outcome has far exceeded our expectations.
What could they have done better?
Nothing comes to mind.
Steve:
Thank you for leaving this review for me Janet - it really is appreciated. I have really enjoyed working with you and Phil over the 15 years or so since you first got in touch with me. You both had a number of pension arrangements that we advised on, as well as your personal investments, and I am pleased to see that you have been really happy with the outcome. You have been retired for quite a while now and it is really good to see you still enjoying your time and your travels. I will look forward to continuing to work with you to ensure that you can continue to do all the things that you would like to long into your retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After taking early retirement I needed to invest part of my retirement fund to provide growth
How has Steve Perera helped you?
He has helped me think through my investment approach and attitude to risk. The approach taken to advising on and managing investment has helped take some of the uncertainty out of investing for me. I know that what we've agreed is based on a sound analytical basis.
Have you seen the outcome you were hoping for?
Yes the investments have performed well over a number of years
Steve:
Thank you for leaving this review for me Delwyn - it is much appreciated. I am really pleased that you came to me for advice when you were looking to take early retirement nearly 15 years ago now. Although the markets have been through quite a few ups and downs over that period, I am pleased that you are happy with the investment returns that we have achieved. I know that we have talked through a number of decisions that you have considered over the years and I look forward to continuing to do this for many years.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On the advice of Accountant
How has Steve Perera helped you?
Comprehensive Annual Meeting
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have no complaints with how matters are currently handled
Steve:
Thank you for leaving this review for me Jessica - it is most appreciated. I have enjoyed working with you since your accountant referred you to me some years ago now. We have seen the value of your pension funds grow significantly over this period and we hope that we have increased your confidence in the decisions that you have made over this time. We will continue to encourage you to stay on the right track to ensure your continued prosperity throughout your retirement.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
financial help & inheritance planning
How has Steve Perera helped you?
definitely.
Have you seen the outcome you were hoping for?
I consider that we have had good advice but at the end of the day the decision is ours, so I hope so.
What could they have done better?
Nothing that I am aware of, Steve is a very good listener and explainer.
Steve:
Thank you for leaving this review for me Janet - it really is appreciated. I have enjoyed working with you over these very many years now. I am looking forward to continuing to work with you over many more years and to helping you to ensure that as much of your wealth is passed down to your family as is possible.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Via Accountant
How has Steve Perera helped you?
Annual Meetings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Steve:
Thank you for leaving this review for me Peter - it is much appreciated. Your accountant referred you to me many years ago now and we have seen the value of your pension funds grow significantly over this time. I have been pleased to advise you through your changing circumstances and I look forward to continuing to work with you long into your well deserved retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on my pension
How has Steve Perera helped you?
He has explained and advised how I can get the best out of my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving t his review for me Carol - it is most appreciated. I was glad that your accountant referred you to us to deal with your pension and investment planning. We have lots of expertise and experience in helping small business owners like yourself manage their finances and ensure that they are making the most of their tax allowances. We are looking forward to continuing to work with you as you work towards retirement and to then helping you to make sure that you have a long and happy retirement after that.Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my pensions and I was worried about one pension I had with someone else.
How has Steve Perera helped you?
He recommended a solution i.e personal SIPP and saved one ongoing costs. He was able to transfer all our pensions into one scheme
Have you seen the outcome you were hoping for?
Yes, absolutely, couldn't have been better
What could they have done better?
nothing
Steve:
Thank you for leaving this review for me Michael - it is much appreciated. I was happy to help when your accountant referred you to me for pensions advice and I am glad that we were able to simplify matters and reduce your costs. We are pleased to have been able to continue to advise you through a number of changes in your circumstances in recent years. We will look forward to continuing to work with you over the long term.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On the death of my husband.
How has Steve Perera helped you?
Steve has help me in managing finances, nothing is to much trouble for him or his excellent team.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
No.
Steve:
Thank you for leaving this review Meriel - it really is appreciated. I was delighted when your solicitor referred you to me to help you with your investments over 15 years ago, following the death of your late husband. A lot has happened in the intervening period and I am glad that we have been able to help to keep you on track financially over that period. We have been involved in so much more than just your investments over this time and we will continue to help out in any way that we can over the coming years.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement. Inheritance after my mother’s death.
How has Steve Perera helped you?
He has explained all the things to be considered when planning for retirements, the pros and coms of investment. He has organised a Sipp for me and an annuity. He has helped me access funds for me to help my son with a house purchase in a difficult market. He does not try to persuade me to move all my funds to the providers he uses but lets me make my own independent decisions after advising me. As a woman, that is important to me. I like his use of graphs to show the client clearly how things are going and how they might change according to circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Steve or Dean are always available to speak to when needed and have set up ongoing portfolio for myself and husband so we do not have to worry about finances in out retirement.
Steve:
Thank you for leaving this review for me Valerie - it is much appreciated. After advising your husband for many years, I am pleased that you felt able to ask for my advice when you wanted to deal with your pension and access some funds. We always try to provide the best advice and levels of service that we can, whilst recognising that it is always the client's decision as to what they ultimately wish to do. We look forward to continuing to advise you and your husband for many years whilst you enjoy a long and happy retirement.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to plan retirement
How has Steve Perera helped you?
Sound advice based upon my expectations, goals and objectives. Steve always gets to the heart of the matter by asking really good questions. He provides insight and challenges thinking.
Have you seen the outcome you were hoping for?
Yes - I'm not retired yet but very happy with my financial position.
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Dom - it really is appreciated. A lot has happened since you were referred to me by your late mother-in-law. I have really enjoyed working with you and Philippa, first in relation to your pension and subsequently the inheritance. I am pleased to say that, when you do eventually decide to retire, your finances are in a really healthy state and you should be able to carry on living your best life throughout your retirement. I look forward to continuing to work with you to make sure that this happens.Review
by a verified client in Warwickshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to save for retirement
How has Steve Perera helped you?
Guidance on pension planning and drawdown
Have you seen the outcome you were hoping for?
No, but that is entirely due to the current market conditions
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Peter - it is much appreciated. I have enjoyed working with you since before I set up Britannic Place, from when your were employed to when you set your business up and, latterly, whilst you have been fully retired. Once you have finished refurbishing your new property I am sure that you will be able to kick back and really get the most out of your retirement. I look forward to working with you over many more years.Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having found myself with certain amount of money following a company sale, I needed the help of a financial advisor to optimize the return of my savings and to help me plan for retirement.
How has Steve Perera helped you?
Steve helped me over the entire process of investment, selecting the best financial instruments according to our profile and preferences, explaining their place, potential benefits and pitfalls.
Have you seen the outcome you were hoping for?
So far, the results are in line with my expectations, considering market conditions.
What could they have done better?
Honestly, I don't know.
Steve:
Thank you for leaving this review for me Chavdar - it is most appreciated. I am pleased that you were referred to me by a solicitor following the company sale so that I could help you with your pensions and investments. I look forward to helping you and your wife to structure your finances so that you can continue to live your best life.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed professional advice
How has Steve Perera helped you?
To be confident about what to do for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Jonathan - I really appreciate it. I have really enjoyed working with you over the many years since you came to Britannic Place for advice on your pensions and investments. I am really pleased to hear that you are confident about your future, as that is exactly what we are trying to help people with when they are looking to do their financial planning. I look forward to helping you to maintain that confidence whilst you make the most of your retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to take early retirement , had two different pension investments and wanted them consolidated with an affordable future spending profile mapped out to see if i could afford to retire early and still live a reasonable standard of life.
How has Steve Perera helped you?
Steve has always been interested , taking time to understand our life , background , family and future wishes . He then explains the financial options and ensures they are fit our goals . He is a really friendly and likeable guy and we look forward to our reviews with him . I know i can give him a call or drop in to see him whenever i need either advice or reassurance .
Have you seen the outcome you were hoping for?
Yes absolutely , Steve and the team have delivered exactly what i needed
What could they have done better?
I am not really sure what they could have done better , as they have achieved everything we discussed and delivered exactly what we need, along with creating a friendly and open environment to discuss future plans
Steve:
Thank you for leaving this review for me Peter - I really appreciate it. I was really pleased to be able to help you make some important decisions when you were considering whether or not to retire. I hope that our service continues to give you the peace of mind to carry on living your best life in a long and enjoyable retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed professional advise
How has Steve Perera helped you?
Given us sound advice and made it understandable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Di - it is most appreciated. I am so pleased that your friend referred you to us all those years ago for advice on your pensions and investments. I have really enjoyed seeing you do so much that was on your 'bucket list' over the last few years and I look forward to seeing you tick many more items off in the future.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was busy with running my Company and recognised that I needed professional help with pretty well all aspects of my finances.
How has Steve Perera helped you?
Steve has completely restructured every aspect of our finances, our investments, pensions, inheritance planning - everything!
Have you seen the outcome you were hoping for?
Absolutely, I am extremely grateful for Steve and the Team's excellent advice.
What could they have done better?
I am completely happy with our service
Steve:
Thank you for leaving this review for me Paul - I really do appreciate it. I am so glad that you got in touch with me to help you to manage your pensions and investments when you were busy managing your successful business. It was great to see you get rewarded for all of your hard work when you sold the business and retired. I will do my best to help you to continue living your best life long into your well-deserved retirement.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help to manage various pension funds and several collections of investments shares
How has Steve Perera helped you?
An independent advisor who is very thoughtful, trustworthy and kind hearted
Have you seen the outcome you were hoping for?
Very pleased for the last twenty of so years that Steve Perera has been supporting and advising best outcomes for my investments
Steve:
Thank you for leaving this review for me Chris - it is really appreciated. I was really pleased when you decided to continue working with me after I set up Britannic Place all those years ago. I am also pleased that I was asked to advise your wife after you got re-married and I will look forward to advising you both into what I hope will be a long and enjoyable retirement.Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
WISHING TO CONSOLIDATE MY DC PENSIONS IN ONE PLACE, AND GET THE BEST RISK/REWARD BALANCE WHEN INVESTING THEM
How has Steve Perera helped you?
ADMINISTERED TRANSFERS INTO ONE PENSIONS SCHEME, ARRANGED DRAWDOWN AND ANALYSED MY HOUSEHOLD'S FINANCES
Have you seen the outcome you were hoping for?
YES
Steve:
Thank you for leaving this review for me Stephen - it is most appreciated. I am also really pleased that you came to us when you were looking for someone to assist you with your pension planning around 15 years ago. Given the level that you worked at in the field of pensions, it was a big compliment to be asked to assist you in managing and investing your pension arrangements. I am really pleased to see that you have been happy with the outcome so far and I will do my best to ensure that you remain so throughout your retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously taken financial/pension/investment advice from the bank with whom I had my business account. However, after a couple of years of changing personnel and "standard" advice I wanted someone to give a more personal advice which would be tailored to my particular preferences and circumstances. Steve has provided that.
How has Steve Perera helped you?
Steve has provided advice tailored to my particular preferences, has helped me to improve my investments, to secure my pensions and to invest for my grandchildren's future. He is available at any time to give specific advice when I have asked for it and keeps me up to date with any changed external financial cicumstances.
Have you seen the outcome you were hoping for?
Yes. Overall have seen my investments grow and my pensions secured.
What could they have done better?
I am not aware of anything.
Steve:
Thank you for leaving this review Peter - it is really appreciated. I am really pleased that you came to us all those years ago when you decided to seek financial advice away from your bank adviser. It was great to work with you whilst you continued to do your consulting work and then after you fully retired. We look forward to continuing to work with you over what will hopefully be a very long retirement where you get to live the best life that you can.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age, approaching retirement, company pension
How has Steve Perera helped you?
By just being there
Have you seen the outcome you were hoping for?
Yes, I think I have
What could they have done better?
I am not qualified to answer that.
Steve:
Thank you for leaving this review for me Allan - it is much appreciated. I was pleased to be able to advise you over the last few years of your employment and as you transitioned into retirement. We look forward to continuing to help you to manage your pension funds during your retirement and to allowing you to concentrate on living the best life that you can.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance advice
How has Steve Perera helped you?
Clear, patient advice.
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review Sue - it is really appreciated. We are so pleased that you took our advice when you inherited the share of a farm, as the tax planning that we gave ensured that the proceeds remain outside of your estate for inheritance tax purposes. We have continued to advise you on how to invest these funds wisely and how best to utilise them to allow you to live your best life, whilst ensuring that any remaining funds are protected as much as possible from any potential threats. We look forward to continuing to advise you for many more years.Review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wondering how to manage our pensions
How has Steve Perera helped you?
With advice and explanations
Have you seen the outcome you were hoping for?
Yes, market downturn hasn't helped, but totally trust Steve to achieve the best outcome
What could they have done better?
I can't think of anything!
Steve:
Thank you for leaving this review for me Niki - it is really appreciated. We only started working together in 2022 so it has, unfortunately, coincided with a tricky period for investment markets. However, our steady, evidence-based approach should ensure that your pension funds are positioned well when the inevitable market recovery materialises. We are looking forward to working with you for many years into the future.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help and advice to get the best pension option
How has Steve Perera helped you?
He has grown my pension pot
Have you seen the outcome you were hoping for?
I have regular updates and yearly meetings with Steve
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Catherine - it is most appreciated. I am pleased that I have been able to help you to manage your existing pension arrangements and to grow them through some challenging times. We will continue to do our best to make sure that you stay on track and we are always here to help if there is ever anything that you need.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retired with no idea how to look after my money
How has Steve Perera helped you?
in more ways than i could count
Have you seen the outcome you were hoping for?
yes
What could they have done better?
?
Steve:
Thank you for leaving this review for me Vanda - it is really appreciated. We have been working together for over 15 years now, as you initially became a client back in 2008. Quite a lot has happened over that time and I am glad that we have been able to help you to manage your financial affairs through your changing circumstances. I look forward to continuing to work with you over the next 15 years and more.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I like to think I am a good amateur with regard to my pension planning etc, but Steve very gently makes me aware of all the things I was not aware of!
How has Steve Perera helped you?
Made me aware that I don’t know everything!
Have you seen the outcome you were hoping for?
Not entirely as the markets have been flat, but I know I’m in safe hands.
What could they have done better?
Nothing.
Steve:
I really appreciate you leaving this review Mark - thank you. We have some really good discussions during our meetings and I do try to give you a sounding board to talk things through. Markets have been a little challenging since you came onboard but our steady, evidence-based approach should mean that you benefit from the inevitable recovery in markets when it comes.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge to maximise investment potential
How has Steve Perera helped you?
Adding confidence to the level of risk v reward we are willing to take
Have you seen the outcome you were hoping for?
Considering the economic and world issues yes
What could they have done better?
-
Steve:
Thank you for leaving us this review Stuart - it really is most appreciated. I am really glad that your wife's accountant referred you to us when you were looking to retire from work. I am even more pleased that we were able to give you the confidence that you could retire into the life that you wanted to live without you having to worry about the financial side of things. I look forward to continuing to work with you over many years.Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was dissatisfied with the performance of my pension funds
How has Steve Perera helped you?
he changed the invested funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I know of.
Steve:
Thank you for leaving this review for me Gary - I really appreciate it. It has been great to work with you over the last 15 years and I am really pleased that you have been happy with the results. Quite a lot has happened during that time but I am pleased that we have been able to help you to stay on track and to manage your pension funds to fit your changing circumstances. I look forward to continuing to work with you over the long term and to helping to ensure that you live the best life that you can over your well deserved retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increasing value of our portfolio creating a growing need for investment advice Need to seek advise on IHT planning Need to seek investment advice on pension pot
How has Steve Perera helped you?
Creation of Trusts to mitigate IHT creating a diverse portfolio for investments Recommendation to use ISA investments as pension source and only use pension pot when this source has been run down Monitored diversity of portfolio to minimise risk whilst maintaining growth Comprehensive annual review meeting
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review for me Richard - it really is appreciated. I have enjoyed working with you as your financial planner from when you were still working and building up your funds through to now that you are in the retirement/spending phase. We will continue to guide you through your retirement and ensure that you can maintain a tax efficient income that will allow you to live your best life in a sustainable way.Review
by a verified client in Shropshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to release funds from my pension pot
How has Steve Perera helped you?
Discussed the options available from -draw down- and how to retain enough monies to keep us at a certain standard of living going forward.
Have you seen the outcome you were hoping for?
Yes. We are very happy with the service and advice received at our annual meeting.
What could they have done better?
Nothing we can think of.
Steve:
Thank you for taking the time to leave this review Tony - it is much appreciated. I am pleased to hear that you are happy with our advice and service in relation to your pension income planning, in spite of the difficult few years that we have experienced recently. We will continue to do our best to assist you and your wife throughout your retirement so that you can live the best life that you can.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approached retirement
How has Steve Perera helped you?
Professional attitude and guidance towards my finances
Have you seen the outcome you were hoping for?
Yes everything as planned
What could they have done better?
Nothing I'm aware of
Steve:
Thanks for leaving this review for me Harry - it is very much appreciated. I am really pleased that you continue to be happy with the service that we provide you with here at Britannic Place. It has been around 8 years since you originally contacted us for advice on accessing the tax-free cash lump sum from your pension. Although you were originally continuing to work, you have since fully retired and I hope that we can continue to work with you over what should be an enjoyable and long retirement.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not knowing enough to make an informed decision
How has Steve Perera helped you?
Sound advice and honesty
Have you seen the outcome you were hoping for?
Only negativity affected by unforeseen world events
What could they have done better?
Nothing
Steve:
I really appreciate you leaving this review for me - thank you Stuart. I am glad that you have been pleased with the service and the advice that we have provided, in spite of how difficult the markets have been in recent times. Things will, of course, pick up over time and I look forward to continuing to work with you long into the future.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice.
How has Steve Perera helped you?
Providing solid and grounded advice.
Have you seen the outcome you were hoping for?
No.
Steve:
Thank you for leaving this review for me Christian - it is greatly appreciated. We have been working together for 15 years now and we are starting to get closer to your planned retirement date. I am really pleased that we have been able to help ensure that you are well and truly on course to achieve everything that you want to. Of course, I am looking forward to continuing to work with you long into the future and to making sure that you keep on track.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate our pensions and discover whether we were in a financial position to retire.
How has Steve Perera helped you?
He demonstrated that we could indeed afford to retire in a manner that we would enjoy and has advised us in the ongoing management of our finances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not aware of any shortcomings.
Steve:
Thank you for taking the time to leave this review for me Rohan - it is greatly appreciated. I am glad that I was able to reassure you that you were in a position to enjoy the sort of retirement that you wanted when we first started working together. We are a few years in now and, despite the difficult environment, you are still very much on track. I look forward to continuing to ensure that this remains the case in the future.Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning advice
How has Steve Perera helped you?
He demonstrated the fact that we could afford to retire and and gave us the confidence to do so through managing our rather diverse pension pots and investing them to our advantage. He gives us very valuable ongoing advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not aware of anything that could have been done better.
Steve:
I really appreciate you leaving this review Diana - thank you very much. Having helped to give you the confidence that you could afford to retire, I am very much looking forward to continuing to work with you in the future to make sure that you keep on living your best lives in retirement.Review
by a verified client in Warwickshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for an adviser and were recommended to Steve by our accountant We are delighted we moved to a Britanic place
How has Steve Perera helped you?
We value his advice and guidance
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Happy with all he had done for us
Steve:
Thank you for leaving this review for me John - it is most appreciated. I am really pleased to hear that you value the advice and guidance that we have given you since you were referred to us by your accountant around 7 years ago. Quite a lot has changed since then and we have been very pleased to help you make the move from running your business to full retirement. We look forward to many more years of helping you to structure your finances so that you can get the best out of life.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed my investments sorting out and reviewing
How has Steve Perera helped you?
Steve has organised and optimised every aspect of our Finances and investments
Have you seen the outcome you were hoping for?
Absolutely, I am extremely pleased.
What could they have done better?
Nothing
Steve:
Thank you so much for leaving this review Paul - it is most appreciated. I am so pleased that you feel that your finances have been organised and optimised in every aspect. We work hard to try and make sure that our clients feel that way so that they can get on with living the best lives that they can. When any of our valued clients, such as yourself, give us this kind of feedback it really does make our day - thank you.Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was very dissatisfied with my existing pensions performance.
How has Steve Perera helped you?
He restructured our pensions and continually updates who we are with.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing to my knowledge
Steve:
Thanks for leaving this review Gary - I really appreciate it and it helps greatly. I am glad that you are happy with how we restructured and consolidated your various pension arrangements and how we keep you continually updated. I have been advising you for over 15 years now and, although there have been various market fluctuations that we have had to deal with, you have seen a good level of return on your pension funds over that time. We have also been happy to help you to take advantage of the flexibility afforded to you by much more modern pension arrangements.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steve was recommended by our Accountant
How has Steve Perera helped you?
Regular updates, annual meeting and helped this year with witnessing documents for our Solicitor when moving house
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Jessica - it is most appreciated. I am really glad that your accountant recommended you to me all those years ago. I am also pleased that you are happy with the regular updates and annual meetings that we provide, as we work hard to ensure that these are as useful as they can possibly be. We are also happy to be able to help out with any ad hoc issues, such as witnessing paperwork, where we can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommend by Accountant
How has Steve Perera helped you?
Annual Reviews to focus the mind
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Peter - it is most appreciated. I am glad that your accountant referred you to us when you needed advice regarding your various pensions. It is also really pleasing to hear that you value our annual planning meetings and that they help you to focus the mind. We work very hard to make sure that we add as much value as possible to people's lives at these meetings and that we help them to live the best lives that they can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When my husband passed away I need to be able to discuss financial matters with a knowledgeable and qualified person out of the family.
How has Steve Perera helped you?
By giving advice in a straightforward manner. Also staff are always very pleasant and helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything.
Steve:
Thank you for leaving this review Alison - it is most appreciated. I am really pleased that your accountant referred you to me to help with financial matters when your husband passed away. I work hard to try and communicate what can be very complex matters in as simple terms as possible and it is great to hear that you find my advice straightforward. I also have a great team behind me here at Britannic Place and it is reassuring to hear that you find them always very pleasant and helpful.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Diagnosed with a cancer, so wanted advice on my pension.
How has Steve Perera helped you?
In many ways on pensions, wills and trusts.
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review Richard - it is most appreciated. A lot has happened since we first advised you on your pensions all those years ago. It is great to hear that you have been pleased with the outcome, in spite of all of the turbulence that we have had to deal with. I hope that you feel more secure now that we have dealt with your estate planning and that you can concentrate on making sure that you live the best life that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In order to have advice in combining two pensions and not taking an annuity.
How has Steve Perera helped you?
11 Years.
Have you seen the outcome you were hoping for?
Yes. Very much so.
What could they have done better?
In our discussions, I felt I had the best advice, and I was confident in Steve's knowledge and guidance.
Steve:
Thank you for leaving this review Cliff - it is most appreciated. We have been working together for over 11 years now, since you first came to speak to me about your pensions. The markets have had many ups and downs during this time but I am really pleased that you are happy with the outcome that you have achieved so far. I look forward to continuing to work with you long into the future.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to consolidate my pensions
How has Steve Perera helped you?
He sorted all the paperwork and contacted all the relevant companies
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Lynda - it is most appreciated. I can't quite believe that it has been nearly 15 years since we started working together. I am really pleased that you have seen the outcome that you wanted in relation to what we have done for you. I look forward to continuing to work with you and guide you through as you look to potentially wind down and move towards your retirement. I will continue to encourage you to stay on the right track in order to make sure that you can live the best life that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Merge of Pensions
How has Steve Perera helped you?
He has helped me by making sure my Penions and invested the best way for me .
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no
Steve:
Thank you for leaving this review Daron - it is most appreciated. It has now been around 10 years since you originally came to see me in relation to a potential consolidation of your various pension arrangements. Your personal situation has changed so much for the better in that period and I am pleased that we have been able to keep you on track to achieve your objectives. I look forward to continuing to work with you long into the future to ensure that you continue to stay on track and live the best life that you can.Review
by a verified client in Warwickshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were in need of advice about investing and organising our savings.
How has Steve Perera helped you?
Steve has encouraged and guided us in putting together a small portfolio of pensions and investments. He has understood our needs and always given sound, solid advice. This has helped us to feel more secure despite the occasional turbulence.
Have you seen the outcome you were hoping for?
So far everything is in line with expectations.
What could they have done better?
Nothing.
Steve:
Thank you for leaving this review Di - it is most appreciated. I have enjoyed working with you and Barry since you were recommended to us by your accountant. I am really pleased to hear that you have felt reassured throughout the turbulence that we have experienced in the investment markets over the years. I look forward to continuing to work with you going forward in order to ensure that you live the best lives that you can.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for someone who could help me with my pension specifically and financial advice generally
How has Steve Perera helped you?
He has provided me with regular relevant advice over time
Have you seen the outcome you were hoping for?
Yes I have had good regular advice on both my pension, financial and inheritance planning.
What could they have done better?
Can't think of anything
Steve:
Thank you for leaving this review Mark - it is most appreciated. It has been really good to be working with you for some time now, prior to me even setting up Britannic Place over 16 years ago. I have enjoyed our discussions about what you want to do with your life and working through the various options using our financial modelling software. I look forward to continuing to work with you to ensure that you carry on living the best life that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously been given pension advice by a high street bank that was poor. So I looked for an independent advisor and I feel very lucky that I found Steve Perera and Britannic as their advice and help has been first class.
How has Steve Perera helped you?
Helped with financial planning and investment; pensions; trusts for grandchildren; wills; etc. He is always on call if I need on the spot advice or help.
Have you seen the outcome you were hoping for?
Yes. I have a much better financial plan and security for the future.
What could they have done better?
I have not found anything yet that could have been done better.
Steve:
Thank you for leaving this review Peter - it is most appreciated. I was really pleased when you first contacted us for advice, having realised that your bank did not provide you with the level of advice and service that you were looking for. As you have stated, we have provided you with quite wide-ranging advice in that time and we are always happy to discuss any issues through with you, as and when they arise. I look forward to continuing to work with you throughout your retirement to ensure that you can live the best life that you can.Review
by a verified client in Warwickshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for financial planning advice
How has Steve Perera helped you?
He has provided good advice and exemplary services in a professional, thoughtful, and helpful manner.
Have you seen the outcome you were hoping for?
Yes. I have received good advice and sound planning.
What could they have done better?
Nothing springs to mind!
Steve:
Thank you for leaving this review Andrew - it is most appreciated. We have been working together for some time now, since you were referred to us by your accountant. Having originally provided you with advice specifically in relation to your pension funds, we now provide you with a more comprehensive financial planning service and we look forward to continuing to work with you to ensure that you are living the best life that you can.Review
by a verified client in Midlothian
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to plan for long term savings and retirement
How has Steve Perera helped you?
Given me confidence that I am planning correctly for the future
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review Ross - it is most appreciated. I was happy to work with you when you were first referred to us by your employer many years ago. Your circumstances have changed significantly since that time and we have continued to work with you throughout these changes. There continue to be some potentially big changes in your future and we are very happy to work with you to ensure that you continue to live the best life that you can going forward.Review
by a verified client in West Midlands
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement and was unsure where to move my pension pot to for the long term and was also unsure if my total pension pots & other income was sufficient in the longnterm.
How has Steve Perera helped you?
Calmly guided me through the pension transfer process and cash flow analysis of future income /expenditure.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Steve:
Thank you for leaving this review Mark - it is much appreciated. I am really pleased that you got in touch when you wanted to understand what your upcoming retirement would be like, and I am even happier that we were able to show you that you could do the things that you wanted without having to worry about running out of money. I look forward to working with you to make sure that you can stay on track and deal with everything that is thrown at you during these difficult times.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching Retirement and required financial assistance
How has Steve Perera helped you?
On both a personal and professional relationship he has always been open and honest and always available should advice be required
Have you seen the outcome you were hoping for?
Yes. Excellent service and continued updating regarding my financial situation
What could they have done better?
I can't think of anything.
Steve:
Thank you for leaving this feedback Harry - I really appreciate it. I am pleased you made contact when you first needed to access a part of your pension funds. Now that you are fully retired, I look forward to helping to ensure that you can live the best life that your finances allow during your retirement.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advise
How has Steve Perera helped you?
He has organised everything for me .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Carol - I really appreciate it. I was really pleased that your accountant referred you to talk to me about your retirement planning and that I have been able to help you to extract profits from your business tax efficiently. I am sure that, when you do eventually decide to step back and retire, I will be able to assist you to live the best life that you can during what will, hopefully, be a long and enjoyable retirement.Review
by a verified client in Staffordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and had need for professional advice
How has Steve Perera helped you?
Yed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Probably not
Steve:
I really appreciate you leaving this review for me John - thank you. When you were referred to me by an existing client I was very pleased to have the chance to help you to structure your finances in the most tax efficient way so that you could enjoy the retirement that you wanted. I look forward to continuing to help you to do this in the future and to make sure that you can live the best life that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was in financial difficultyquite a few years ago, now, Steve was reccomended by my accountant, and the rest is history. I would not still be with him if I was not confident with his advice, the way his company operates, and confident that he has my interests at heart.
How has Steve Perera helped you?
Steve has shoen me how to look at financial situations, how to weather the ups and downs of the investment world, and set me on the right track foer a reasonably comfortable retirement.
Have you seen the outcome you were hoping for?
Yes, Ithink so. The present upheavals in the world generally, and in the financial markets especially, give rise to a certain amount of trepidation, but I am reasonably confident as to the future.
What could they have done better?
As far as I am concerned, nothing particularly.
Steve:
Thank you for leaving this review for me David - it is most appreciated. We have been working together for quite some time now, since your accountant first referred you to me. Things have moved on quite a bit and you are now enjoying your retirement. I look forward to continuing to work with you to ensure that you can life the best life that you can, no matter what the world throws at us.Review
by a verified client in West Midlands
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A windfall from a company buyout.
How has Steve Perera helped you?
By means of clearly explaining the alternatives and leading us to the right course of action.
Have you seen the outcome you were hoping for?
Everything is within the level of expectation, given the state of the markets and the economy.
Steve:
Thank you for leaving this review Chavdar - it is most appreciated. I was pleased when your son's colleague referred you on to us and we were able to help you to structure your finances as tax efficiently as possible. I am sure that, when you do decide to fully retire, we will continue to help you to live the best lives that you can with the resources that you have available.Review
by a verified client in West Midlands
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had the opportunity to transfer out of a final salary pension scheme.
How has Steve Perera helped you?
Finding better value for money in terms of fund charges, detailed scenario planning, and being readily available to discuss events and potential issues and opportunities.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Reduce the extent of paperwork.
Steve:
Thank you for leaving this review Robert - it is very much appreciated. I was pleased when your accountant referred you on to us for pensions advice. We were then able to produce a financial forecast that showed you what your financial future would potentially look like, as well as helping you to restructure your pension funds to make them more appropriate for you going forward. We look forward to continuing to work with you as you move towards your retirement and to help you to live the best life that you can. With regard to paperwork, unfortunately, our regulatory requirements necessitate a minimum level of information that we have to provide, which I agree is still quite a lot. However, we are constantly trying to reduce the amount of paperwork that we send out to clients and, as an example, have introduced electronic signatures, wherever possible. This is something that we endeavour to keep working on.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steve was recommended to me, to help with my pensions
How has Steve Perera helped you?
Steve has helped secure a better retirement.
Have you seen the outcome you were hoping for?
Most definitely and more.
What could they have done better?
Nothing, Steve and his team are amazing.
Steve:
Thank you for leaving this review for me Catherine - it is most appreciated. I am glad that your mother referred you to me and that I was able to help with your pensions. I know that you have been going through a tricky period recently and please know that I am always available to help at any stage, as and when you need anything from me.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband had various pensions due to changes of employment and sought advice on how best to manage these. We also had spare funds that we wished to invest for long term growth.
How has Steve Perera helped you?
Steve and his colleagues have provided us with advice that we have found easy to understand - dealings have always been professional but friendly.
Have you seen the outcome you were hoping for?
Yes - outcome has been far better than we expected.
What could they have done better?
Nothing comes to mind.
Steve:
Thank you for leaving this review Janet - it is much appreciated. I have enjoyed working with you and Phil over the years since you first got in touch regarding his pensions. I look forward to many more years of working together and to helping to ensure that you can both live the best lives that you can with the resources that you have available.Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was having to deal with the financial implications of going through a divorce as we as needing to deal with the collapse of the business Equitable Life that held much of my pension fund.
How has Steve Perera helped you?
The help provided by Steve Perera has been to professionally and consistently provide Financial Advice that has maximized the value my various investments
Have you seen the outcome you were hoping for?
Over the twenty years that I have been using Steve Perera and Britannic Place Financial Management Ltd I have always been confident that my investments are being managed very well. The best outcome of having been involved with Britannic Place Financial Management saw me being able to retire from full time work aged 54 .
What could they have done better?
Looking back over the last twenty years I do not think there is anything that they could have done better.
Steve:
Thank you for leaving this review Chris - it is most appreciated. I was really pleased that, after having worked with you before I set up Britannic Place, you decided to continue to work with me when I set up the business. As you say, it was a great outcome that you were able to retire from full-time work at a very young age and that now, several years later, you can still see that you are on track to continue living the life that you wanted, even in the face of these topsy turvy times that we live in.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to get our Finances sorted out and Managed more effectively.
How has Steve Perera helped you?
Steve has reorganised our Finances into an effective coherent Portfolio
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of
Steve:
Thank you for leaving this review Paul - it is most appreciated. I am really pleased that you got back in touch with us when you had been let down by your bank. I am even happier that we were able to put a financial plan in place that allowed you to sell your business with complete confidence that your financial future was fully secure. I always enjoy our meetings and I continue to look forward to helping you to ensure that you can live the best lives that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Steve Perera helped you?
Yes
Have you seen the outcome you were hoping for?
Yes yes
What could they have done better?
Satisfied
Steve:
Thank you for leaving this review Gerry - it is most appreciated. I was really pleased when you were referred to me by your accountant to help with your pension planning. Having seen you sell your business and retire I continue to enjoy working with you to manage your finances, safe in the knowledge that you have sufficient funds to live the lifestyle that you want.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidated our pensions and advice on investments
How has Steve Perera helped you?
Pension consolidation and reinvestments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, they have been excellent
Steve:
Thank you for leaving this review Jane - It is most appreciated. As a relatively new client, you are only starting to see the benefits of working with us at Britannic Place. I am sure that we will continue to meet, or even exceed, your expectations and to help you to live the best lives that you can going forward. In particular, we look forward to working with you as you move towards your retirement in the future.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advise
How has Steve Perera helped you?
I many ways. A real nice man
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Stephen - it is most appreciated. I know that you have been going through a difficult period lately, but I hope that things are on their way up now. As ever, please know that we are always here to help out in any way that we can and to try and make your life easier.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Opportunity for early retirement
How has Steve Perera helped you?
He has given us confidence that our financial status enabled us to take early retirement with confidence. He also included a robust analysis on our attitude to financial risks and rewards.
Have you seen the outcome you were hoping for?
Yes we saw a clear financial picture including risk analysis.
What could they have done better?
Very little.
Steve:
Thank you for leaving this review Allan - it is most appreciated. I was really pleased to help you when you recently decided to retire. You have already made some big changes and I look forward to continuing to work with you throughout your retirement to ensure that you can live the best life that you can.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Steve Perera helped you?
Clear precise advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Totally satisfied with service.
Steve:
Thank you for leaving this review Sue - it is most appreciated. I have enjoyed working with you over the years. I know that some of the things that we have been dealing with are fairly complicated, particularly the trust and taxation issues, but you should feel confident that everything is now correctly in place. I know that the potential inheritance tax savings are huge and will assist you and your family in living the best lives that you can long into the future.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire early and needed some guidance as to my options
How has Steve Perera helped you?
Steve has led me through each stage of retirement with great advice , masses of time to answer all of my questions and continues to ensure my reviews are meeting my needs
Have you seen the outcome you were hoping for?
Yes absolutely, I retired 3 years ago
What could they have done better?
The portal which contains all of your accounts and enables a constant review of spending practices could be improved to ensure all accounts are accessible
Steve:
I very much appreciate you leaving this review Peter, thank you. We were very happy to help you plan your retirement as you were approaching the point at which you wanted to retire. Although the last few years have presented a number of challenges (to say the least!), I am pleased that you are still able to enjoy the retirement that you wanted without any significant money worries. I have taken your point about our client portal onboard and we have already passed this feedback on to the company that has developed it for us.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advise.
How has Steve Perera helped you?
Steve has been an excellent source of financial advise whom I trust and wouldn't hesitate to recommend.
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review Basil - it is most appreciated. I was pleased when you decided to come to me for ongoing advice around 15 years ago now, having previously worked with me on a one-off basis through a previous employer. I am glad that you have been pleased with the outcome so far and I am looking forward to continuing to work with you for many more years.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially, I had pension rights from several sources due to changes in employment, some of which were quite small. Where appropriate, these were amalgamated, making it much easier for me to manage. My wife and I also had spare income and sought advice on the best way to invest these funds.
How has Steve Perera helped you?
With the advice received, my investments have grown and such advice has been delivered in a clear and understandable manner, both in face-to-face meetings and written communications.
Have you seen the outcome you were hoping for?
Yes. Over the years we have followed the advice we have received and have seen considerable growth in our overall investments.
What could they have done better?
Cannot think of any issues that could have been handled any better.
Steve:
Thank you for leaving this review Phil - it is most appreciated. I have enjoyed working with you over the years and am really pleased that you have been happy with the service and the growth that you have seen on your investments. I look forward to continuing to work with you long into the future.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looming retirement
How has Steve Perera helped you?
Totally, from not having any idea of investing in pensions to feeing having someone in control that understands our position
Have you seen the outcome you were hoping for?
Hopefully, as it’s not for a short term investment
What could they have done better?
Very little ,good initial consultation, full open information given ,time to consider the options and always contactable
Steve:
Thanks for leaving this review Pat - it is very much appreciated. I am really pleased that you are happy with your experience so far, which is very early into your retirement. I know that it has been a fairly topsy turvy last few years with everything that has happened in the world but, hopefully, once we are through the current problems things will get back more onto an even keel. Whatever happens, we will continue to do our utmost to ensure that you can live the best life that you can during your retirement.Review
by a verified client in Shropshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unable to get my workplace pensions company to let me access the minimum withdrawal amount from my pension pot. They stated I must talk to a Financial advisor. Contacted Steve and he arranged the withdrawal and also after a few discussions, switched my pension to a SIPP, where I have a good few years growth on my investments.
How has Steve Perera helped you?
Steve has done a very good job, explaining all the variations from the beginning and I have seen my investments grow over the past 5 years.
Have you seen the outcome you were hoping for?
Yes, so far so good.
What could they have done better?
Not sure they could have.
Steve:
Thank you for taking the time to leave a review Tony - it is most appreciated. It is very pleasing to hear that you are happy with the outcome that you have seen so far. We have worked with you during all of the changes that you have experienced in your lifestyle since we originally met, and I hope that we can continue to do so throughout what will, hopefully, be a long and enjoyable retirement.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of job made review of pension approach essential
How has Steve Perera helped you?
Advise on setting up personal pension plan and with investments in ISA’s. Inheritance tax planning and setting up trusts. Pension drawdown advise.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have no criticisms of the service provided
Steve:
I really appreciate you leaving this review for me Richard - thank you. We have been working together for a really long time now. I remember coming to see you at your office all those years ago when you were building up to retirement and you have been enjoying your retirement for quite a while now. I look forward to continuing to advise you throughout your retirement to make sure that you can carry on doing the things that you enjoy whilst knowing that your finances are super-organised.Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Disatissfied with previous pension advice.
How has Steve Perera helped you?
Reassured us with excellent clear and concise planning of our available funds.
Have you seen the outcome you were hoping for?
Yes, we are very happy with Steve.
What could they have done better?
Nothing!
Steve:
Thank you very much for leaving this review Tracy - it is much appreciated. I am really glad that your accountant referred you to us so that we could help with your pensions a few years back now. It has been a pleasure to work with you over the period since then and I am pleased that you have been reassured by the service that we provide.Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because my existing pensions were under performing
How has Steve Perera helped you?
He has given excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to my knowledge
Steve:
I really appreciate the review - thank you Gary. I am pleased that you are happy with the service that we provide, and I look forward to continuing to provide assistance on your wider financial position throughout your retirement.Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice with regard to retirement
How has Steve Perera helped you?
Clear and impartial advice. Confidence in retirement planning
Have you seen the outcome you were hoping for?
Aside from the worlds problem, yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Stuart - it is most appreciated. I am really pleased that your wife's accountant referred you to come and see us about your retirement planning a few years back. It has been a pleasure to work with you both so far and I look forward to working with you throughout your retirement to ensure that you can live the best lives that you can. Let's hope for a little less turbulence than we have had to endure over these first few years though!Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Steve Perera helped you?
Transferred DC pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you for leaving this review Valerie - it is most appreciated. I was really pleased that you asked us to help with your pension fairly recently and am also happy that you have seen the outcome you were looking for. I know that it was difficult for you dealing with your previous pension provider in the lead up to taking benefits, but I am sure that we will continue to ensure a much better service for you now that we are involved. We look forward to continuing to work with you throughout your retirement.Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When approaching retirement, I wished to consolidate my DC pensions and ensure they were invested at the right level of risk.
How has Steve Perera helped you?
Advised on platform to consolidate pensions, on investment approach, and on technical issues regarding optician for income and growth.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. They are as efficient and professional as I would wish.
Steve:
Thanks for leaving this review for me Stephen - it is much appreciated. Having worked with you for over 12 years now I am really pleased to see that you continue to be happy with our service. We work really hard to make sure that we work as professionally and efficiently as possible, so, it is really good to get this feedback from you that we are achieving our aim (and, more importantly, helping you to achieve yours!).Review
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed suddenly and needed support to sort through finances particularly as I was on my own.
How has Steve Perera helped you?
He went through everything very clearly without using all the usual jargon but was certainly very professional
Have you seen the outcome you were hoping for?
Yes and am feel confident when I need to approach him, or his staff that I will recieve their prompt attention
What could they have done better?
Nothing really
Steve:
Thank you for your review, Alison. We appreciate you taking the time to write it. We are glad that you came to us seven years ago when you needed to find a financial adviser in Worcestershire. I am also really pleased that you found everything clear and jargon free, as this is something that I try hard to work on with clients, given how much technical information there is in financial planning. We are also really happy to hear that you feel confident to approach me or my team when you need something and that you also have confidence that you will receive prompt attention. This is another thing that we work really hard on and it will give the whole team a lift to get such positive feedback. Thanks again for your review and all the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had some savings and wanted to invest then
How has Steve Perera helped you?
By advising on how / where to invest the money
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thanks for leaving a review Matt - I really appreciate you taking the time to do so. Obviously, you could have chosen another financial adviser in Worcester but we’re delighted that you chose Britannic Place and that over the past six years, despite everything that’s been thrown at us over the last couple of years, your investments have continued to perform really well. Thanks again for the review, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to "future proof" our finances. Taking early retirement can be a scary prospect without sound advice.
How has Steve Perera helped you?
Steve helped us rationalise and maximise our investments. It has been especially helpful to have plans in place for the future and to understand how our long term finances might play out under various scenarios. Steve has been very happy to take into account our attitudes to levels of risk involved in investments and our ethical views.
Have you seen the outcome you were hoping for?
Very much so, our investments have performed well in the present climate. Steve has always been most approachable and has kept us informed of any developments in the markets which might affect us. The annual review is especially helpful in assessing investment performance during the past year, re-balancing where necessary and resetting targets for the following year.
What could they have done better?
I'm not sure that our experience could be improved upon - I hope Steve feels, as we do, that we have evolved a good working relationship during the 11 years he has been our IFA.
Steve:
Hi Jackie. Thank you very much for taking the time to give me a review - I really appreciate it. We are really pleased that you chose to work with Britannic Place, as you could have chosen to work with any other financial planner in Worcestershire. Hopefully we have been able to demonstrate why we believe that we are the top retirement experts in Worcestershire by helping you and D transition into full retirement over the last 11 years. Despite it not being a straightforward time in the investment markets over those last 11 years, it is really pleasing to see that your pension and investment portfolios have continued to perform well throughout. It's also really rewarding to hear that you agree that we have evolved a good working relationship and that you don't think your experience can be improved upon. We will do our best to make sure that this continues to be the case throughout your retirement. Thanks again for your review, SteveReview
by a verified client in Herefordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice to organise my pension
How has Steve Perera helped you?
He sorted it out to my satisfaction by recommending a clear path to investing my funds and I feel the pension is in a much better position
Have you seen the outcome you were hoping for?
Yes, the pension is in a much better position
What could they have done better?
In my opinion I am really pleased I came to Steve and there isn't anything that could have been done better
Steve:
Thank you for leaving this review Mike - it is really appreciated. Quite a lot has happened since we started helping you with your pensions just over 5 years ago. I am glad that you agree that they are now in a much better position going forward. As retirement experts, we will look forward to continuing to work with you and T as you gear up towards what will be a well deserved retirement. Thanks again for the review, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 20008/9 my wife's business foundered, and we were declared bankrupt. Steve set us on the road to recovery with his help, and financial advice for the future, which I am still following.
How has Steve Perera helped you?
He helped to take 25% of my then company pension, and helped me to re-invest what was left, to set me on the right road for the future.
Have you seen the outcome you were hoping for?
Yes. I am still living off my savings, having been retired for two years now, but my pension investments are looking as though they will do the job expected of them.
Steve:
Thank you for taking the time to leave me a review David - I really appreciate it. I was very happy to help you when you first came to me, in difficult circumstances, around 13 years ago now. The timing was initially a little tricky with what happened during the credit crunch but I am really glad that you have seen very good investment returns on your pensions since then, even through further difficult and uncertain times. Now that you have finally retired we have set a plan in motion and we, as the retirement experts, are looking to working with you over the long term to ensure that you and V can continue to live the life that you want throughout the rest of your retirement. Thank you also for your private note - I will let my team know that you find us very approachable and that you are happy with how we always respond swiftly to any queries that you have. I am sure that this will give them a boost. Thanks again, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on investment and how to re-organise numerous pensions to provide best benefit and income.
How has Steve Perera helped you?
He provided advice on suitable investment platforms and combined various pensions. All information was in an easily understood format and fully explained before any decisions were agreed.
Have you seen the outcome you were hoping for?
Yes - has exceeded our expectations.
What could they have done better?
Nothing
Steve:
Hi Janet - thank you for leaving a review for me. I really appreciate it. I am really pleased that you are happy with the work that we have done in relation to your pensions and investments over the last 13 years or so. I am also pleased that you have found it easy to understand the advice that we have given to you, as we always try to present things in a clear and straightforward way. We look forward to working with you throughout your retirement to ensure that you live the best lives that you can. Remember - life is not a rehearsal. Thanks again for the review, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A general requirement to improve management of my financial affairs.
How has Steve Perera helped you?
Advice, solutions, and getting things done.
Have you seen the outcome you were hoping for?
Yes. Steve Perera has delivered and continues to do so.
What could they have done better?
I honestly can't think of anything that could be improved from Steve's side of the equation.
Steve:
Thank you for taking the time to leave this review Andrew. It really is most appreciated. We will endeavour to continue to help you manage your financial affairs as efficiently as possible. Our aim is to be and to be seen as the top financial planners in Worcestershire and we hope that you will continue to feel the benefit of this as we continue to work together. Thanks again for leaving the review. Best regards, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On the death of my husband.
How has Steve Perera helped you?
Steve has helped in all aspects of managing my finances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
As far as I am concerned nothing.
Steve:
Thank you for leaving this review Meriel - I really appreciate it. I would probably never have guessed how good friends we would have become all those 13 or so years ago when you were first referred to me by your solicitor. I have been really pleased to help you with managing your finances over this time and I have enjoyed our discussions very much. Thankfully your solicitor chose to refer you to us rather than any other financial planner in Worcester. We have been through a number of ups and downs in terms of your investment portfolio but I am really pleased that we have been able to help you to achieve the really good investment returns that you have seen over this time. Thanks again for leaving the review. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had taken early retirement with part of my pension taken as cash. I planned to take temporary work to supplement my pension and use the pension cash to top up my pension when I stopped work fully. I therefore needed to invest the money for the medium to long term.
How has Steve Perera helped you?
In discussions with Steve he followed a structured approach to understanding my wife and I's requirements and attitude to risk. He provided us with written reports to confirm our requirements and describe his proposals and discussed these with us to check we were happy. We found Steve's approach and manner helped to reassure us.
Have you seen the outcome you were hoping for?
Our expectations have been exceeded.
Steve:
Hi Delwyn. Thank you for leaving your review - I really do appreciate it. It is really great to hear that you have found our approach reassuring and that we have managed to exceed your expectations. It has been a pleasure to work with you and J as your financial planners over the last 13 years or so. As experts in retirement, we hope to continue to work with you throughout what we hope is a long and enjoyable retirement for you. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to get long term financial plans in order.
How has Steve Perera helped you?
In every which way he could!
Have you seen the outcome you were hoping for?
Yes, the returns on our investments have, in general been excellent and our retirement plans look very healthy because of the work Steve has undertaken on our behalf.
What could they have done better?
Not in our opinion.
Steve:
Thank you for leaving this review for me Claire - I really do appreciate it. Having worked together for 15 years or so now it has been really pleasing to see how well your investments have grown over this time, even through some very tricky times. I am looking forward to continuing to work with you and R up to your retirement and beyond, when you can hopefully enjoy the results of all of the hard work you have put in over the years. All the best, SteveReview
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance planning & investments
How has Steve Perera helped you?
Steve Perera went to great lengths in helping us with our Inheritace plans and we have always found that he is interested in our family and understands our aims.
Have you seen the outcome you were hoping for?
Too soon to tell!
What could they have done better?
As far as we are concerned Steve has always tried his best with a satisfactory outcome.
Steve:
Hi Janet. Thank you for leaving this review, it really is appreciated. I have enjoyed working with you and N over these many years, helping you with your investments and estate planning. It is great to hear that you appreciate the efforts we go to in order to help clients with their financial planning. We are always trying to ensure that our clients get the outcomes that they are looking for. I look forward to our next meeting. Best regards, SteveReview
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I had recently returned from working aboard and we were approaching retirement age. We had some very modest pensions and the prospect of family inheritance but no real understanding of our long-term financial position and when, or indeed whether, we would be able to afford to retire. I asked a workplace contact if he knew of a financial adviser and very fortunately, he strongly recommended Steve.
How has Steve Perera helped you?
Steve brought order to our disorganised financial position. He helped guide us in the calculation of our cost of living and then the projection of our likely future financial requirements. He drew together our various assets, and with our expected ongoing income, demonstrated our current and projected financial position. Our assets are invested appropriately and we continue in confidence that our finances are appropriately managed.
Have you seen the outcome you were hoping for?
We discovered that we were able to retire and have been so for 6 years now and feel comfortable in our financial position. We are delighted that we have been able to help our children financially with confidence, thanks to Steve.
What could they have done better?
We are very satisfied with all that Steve has been able to do for us and with the service and our accessibility to him and his team.
Steve:
Thank you for leaving this review for me Rohan - I really appreciate it. I am so glad that we were the financial planner in Worcestershire that your contact strongly recommended around 6 or so years ago. I have enjoyed working with you both and am really pleased that I was able to help you to understand what your financial future might look like. Hopefully, we can continue to maintain your confidence in a bright future and that you can concentrate living the best lives that you can. All the best, SteveReview
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were reaching retirement age and were unsure at what point we would be able to proceed with this. We had been living and working abroad, we were settling in a new area of the country, our pensions were modest and scattered and we felt we needed advice from a trustworthy financial adviser on how to plan for a secure future.
How has Steve Perera helped you?
From the moment we met him, Steve seemed exactly the person to give us the advice we needed. He was most approachable and it was quite evident that he fully understood our circumstances and our aims. He put together very clear projections and proposals for our consideration, with plans extending throughout our expected lifespans. His open manner and the clarity with which he explained everything inspired the utmost confidence. He has, for the past 6 years, been totally reliable and all business with him has been conducted in a very timely and thoroughly efficient manner.
Have you seen the outcome you were hoping for?
We have been very pleased with the returns on our investments. We have, thanks to our experience of the way in which he advises us on our funds, every confidence that he will inform us and seek our opinion in a most timely manner regarding any changes which he feels need to be addressed. We are very grateful for annual face to face reviews of our finances, during which Steve never makes us feel rushed and gives of his time very generously.
What could they have done better?
I cannot imagine any other financial adviser managing our affairs in a more helpful, trustworthy and approachable manner.
Steve:
Hi Diana. Thank you very much for leaving this review for me - it is most appreciated. I am really pleased that you were both recommended to work with me 6 years ago when you were looking for a financial planner in Worcestershire. It has been a real pleasure and I am so glad that you have been pleased with how things have gone. It has clearly been a challenging time to be invested in the markets but it is great to see the really good performance that we have been able to achieve on your investments. I will do all I can to continue to be worthy of your trust and I look forward to continuing to work with you long into your retirement. Best regards, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Advice
How has Steve Perera helped you?
Advised on pension related matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really happy with service received
Steve:
Hi Peter. Thank you for taking the time to complete this review - it is much appreciated. I am pleased that you are really happy with the service we provide and that you agree that you have seen the outcome that you were hoping for. Best regards, SteveReview
by a verified client in Herefordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had started putting money into pensions at an early age and then in the 1990's became disinchanted with the results, so I then focused my attention on property instead. I met Steve before he set up on his own and I was impressed, so once I heard that he was independent I asked him to manage my pension and I have absolutely no regrets
How has Steve Perera helped you?
He came to my home at down with me looked at the pensions we had and re-invested etc, and we have not looked back.
Have you seen the outcome you were hoping for?
Yes, the fund vlaues have grown.
What could they have done better?
Nothing.
Steve:
Thank you for leaving me a review Gary, it is really appreciated. I am glad that you got back in touch with me and asked me to become your financial planner when I set up on my own. There have been quite a few ups and downs since then but it has been pleasing to see how all of your pensions and investments have performed so well throughout this time. Hopefully this will continue to be the case and we can continue to work together throughout your retirement. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and needed pensions in one place
How has Steve Perera helped you?
Carried out a review and sorted
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as the process was handled efficiently and the communication was good
Steve:
Thank you for leaving this review for me Jessica - it is very much appreciated. We have been working as your financial planners for some years now and I look forward to continuing to work with you for some time in the future. It is great to hear that everything has been handled efficiently and that the communication was good, as this is something that we try hard to do. It will give the team a real lift to hear this feedback. Best regards, SteveReview
by a verified client in Herefordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited a large sum of money. I needed someone I could trust if my husband died.
How has Steve Perera helped you?
He helped me transfer money to one of my family who needed it for a house purchase urgently when It was difficult to deal with during the pandemic.
Have you seen the outcome you were hoping for?
Yes. Together we achieved what I wished. He also pointed out any pitfalls and has helped setting up a new Sipp. However he has not been pushy in any way and has always respected my decisions.
What could they have done better?
Nothing. They have been prompt in dealings, kept me informed, explained and negotiated financial dealings and shown integrity.
Steve:
Thank you, Valerie, for leaving this review for me - I really do appreciate it. Thank you also for trusting me to help you with your requirements during the recent pandemic. We work hard to make sure that we deal with clients in a prompt way and that we keep them fully informed along the way, so it is really good to have confirmation that we are managing to do this. I look forward to continuing to help out where I can in the future. Best regards, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I previously held pensions funds via a large bank but became disenchanted with their lack of expertise and changing staff.
How has Steve Perera helped you?
Steve provides a personal and proactive service that for me was and still is is a light year beyond my previous experience with a bank.
Have you seen the outcome you were hoping for?
Absolutely - my fund values have improved far more under Steve and I have completed all my inheritance planning
What could they have done better?
I have no causes for concern so I don't know what, if anything, he could have done better.
Steve:
Hi Peter. Many thanks for leaving this review for me. I really appreciate it. Yours is a familiar story of a client let down by the financial adviser at their big international bank who then looks for a small independent financial planner in Worcestershire, i.e. their local area. What we do is very different from the banks and it involves providing a much more personal and proactive service, as you have highlighted in your review. I am really pleased that, even though we have been working together through some very challenging times, we have seen your investments perform really well over that time. The plan is for you to now enjoy your well-earned retirement as much as possible, with the peace of mind that comes from knowing that all of the appropriate planning is in place. All the best, SteveReview
by a verified client in Herefordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my DC pensions and arrange drawdown and annuity options
How has Steve Perera helped you?
He arranged the consolidation of my pensions and advised on drawdown options.
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for leaving this review for me Stephen - I really do appreciate it. I was very pleased when you appointed me as your financial planner all those years ago and asked me to assist you with your pensions, given your career as an expert in pensions. It is very reassuring that you continue to be happy with the service that I have provided and that you have been happy with the outcomes that we have achieved. I look forward to continuing to work with you throughout your retirement. Best regards, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planing
How has Steve Perera helped you?
Set up scheme
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steve:
Thank you, Peter, for taking the time to complete this review. It is most appreciated. I was really pleased when you asked me to continue as your financial planner all those 15 or so years ago when I first set up my business. It has been a pleasure to continue to work with you all that time, both leading up to and after your full retirement. Hopefully, I can continue to provide you with a good service for many years to come. All the best, SteveReview
by a verified client in Cornwall
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wished to rationalise our pension’s and savings to generate the best investment portfolio for the future
How has Steve Perera helped you?
Steve worked with me and my wife to generate a portfolio, based on pensions and savings, to give us the best options for our long and medium term investments, that suited our complicated family needs, for which we are extremely grateful.
Have you seen the outcome you were hoping for?
At present we are very happy with the outcomes.
What could they have done better?
I’m not sure that they could have been any better.
Steve:
Hi Chris. Thank you for leaving this review for me - it is greatly appreciated. It has now been almost 10 years that I have been working as your financial planner and it has been a pleasure to do so. There have been quite a few ups and downs in the markets over this time but I am really pleased that you have seen the impressive investment returns that you have. I am looking forward to continuing to assist you in the next chapter of your lives as you settle in to your new surroundings. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To pool pensions and to look to have a drawdown pension.
How has Steve Perera helped you?
He pooled the pensions and looked for investments with the risks I indicated. Later one the risks were reviewed and I chose a different risk profile. He also discussed with me a will, a power of attorney and other aspects.
Have you seen the outcome you were hoping for?
I found the outcomes over the years to my satisfaction.
What could they have done better?
I have been with my advisor for 11 years and have always found his advice useful and impartial. I am satisfied with the financial outcomes from my drawdown pension.
Steve:
Hi Cliff. Thanks for leaving this review for me. I am really pleased that you chose to work with us when you were looking for a financial adviser in Worcestershire to help you with your pensions all those years ago. It has been quite an eventful time in the markets since then but it is great that you are happy with the financial outcomes that we have helped you to achieve. We are also always keen to help clients with their wider planning issues where we can and we were happy to discuss Wills and Lasting Powers of Attorney with you. Thanks again for the review. SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of my company
How has Steve Perera helped you?
He provided us with a complete financial planning strategy
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not think my advice could have been better
Steve:
Hi Paul. Thank you for leaving this review - it really is appreciated. I am really pleased that you asked us to help you with your financial planning around 10 years ago now. It has been a real pleasure working with you, initially with your existing pensions and investments and then subsequently with the proceeds from the sale of your business. I look forward to continuing to work with you both during what is, hopefully, a very long and well earned retirement. Best regards, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on investing money.
How has Steve Perera helped you?
Advised a range of investment products.
Have you seen the outcome you were hoping for?
Yes.
Steve:
Hi Diane. Thank you for leaving this review for me - I really appreciate it. Having worked with you and your husband for over 10 years now I am really pleased that you have seen the outcome that you were hoping for. We have had to go through some difficult times in the investment markets but I am pleased to say that things have gone well over the longer term, as we knew they would. Thanks again for taking the time to leave a review. Best regards, SteveReview
by a verified client in Surrey
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Steve Perera helped you?
Excellent advice, guidance and service. He has a great team.
Have you seen the outcome you were hoping for?
Yes, plus.
What could they have done better?
Nothing
Steve:
Hi Vicky. Thank you for taking to the time to leave this review - it is much appreciated. As you have mentioned, we have a great team here at Britannic Place and we are always happy to help wherever we can. It is really good to hear that you have not only seen the outcome you were hoping for but that you have seen more ("plus") over the many years that we have worked together. I look forward to continuing to work with you long into the future. Best regards, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I approached retirement around 8 years ago I wanted advice on annuities. The subject was broadened to the possibility of a SIPP
How has Steve Perera helped you?
Steve convinced me that a SIPP was the better option. We had regular financial planning meetings to ensure that my retirement goals were being met and various pensions were consolidated into a single SIPP. Steve provides forecasts to assess my future financial position in retirement. This year Steve has helped me with a new will which I am now happy with as it reflects my rather complex wishes as to how to deal with my estate.
Have you seen the outcome you were hoping for?
Yes, definitely, I am very pleased with the outcome, I am sure that my financial position is much stronger than it would have been had I decided to do my own financial planning.
What could they have done better?
Nothing really!
Steve:
Hi Nick. Thank you for leaving this review for me - it is much appreciated. I am really pleased that you asked me for advice when you were looking to deal with your pension funds all those years ago. Given your financial background, you obviously knew quite a lot already but it is really good to hear that you are sure that your financial position is now much stronger than it would have been if you had decided to do you own planning. I hope that the comprehensive nature of our service continues to ensure that you are well organised and that you can meet all of your financial objectives in the future. Thanks again for leaving the review. SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for financial assistance in retirement.
How has Steve Perera helped you?
Steve explains in simple terms the minefield of financial planning plus very good advice with our investments.
Have you seen the outcome you were hoping for?
Very happy with the performance of our investments.
What could they have done better?
Possibly, if I hadn’t been so risk adverse, this was my choice the options were carefully explained to me .
Steve:
Hi Chris. Many thanks for leaving this review - it is really appreciated. I am glad to hear that, although we have been through some challenging times over the years we have worked together, you are very happy with the performance of your investments. It is also nice to hear that you feel that I explain things in simple terms and that options are also carefully explained. This is obviously something that I work on really hard, as the area of pensions and investments can sometimes seem unnecessarily complex. I like to think that we help clients to make informed decisions in order to get clarity over where they are and where they are headed. Thanks again for your review and I look forward to continuing to work with you. Best regards, SteveReview
by a verified client in Shropshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to put my pension plan into an investment as I grew closer to retirement.
How has Steve Perera helped you?
Steve was very professional ,friendly and helpful. Discussed various options available and gave me time to review same. Had a follow up meeting to review again and then began to implement my preferred option.
Have you seen the outcome you were hoping for?
Yes we have.
What could they have done better?
Do not believe they could do any more than they have.
Steve:
Hi Tony. Thank you very much for leaving this review - it is most appreciated. It has now been about 5 years since you appointed us as your financial adviser to help you deal with your pension - where has the time gone? I am really glad that you have seen the outcome that you were hoping for. I look forward to continuing to work with you over the coming years. Best regards, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take early retirement
How has Steve Perera helped you?
Steve took time to understand my future goals and constructed a thorough financial analysis with an annual spend profile to enable me to make the decision
Have you seen the outcome you were hoping for?
Yes absolutely
Steve:
Hi Peter. Thank you for taking the time to leave this review - it is most appreciated. I was really glad that we were able to help you to make the decision to retire early and to start enjoying life a bit more. The financial forecasts that we prepare for clients are a really good tool that we couldn't really do without. I look forward to working with you to ensure that you both live the best lives that you can. Best regards, SteveReview
by a verified client in Midlothian
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted professional guidance to ensure I had peace of mind regarding my future financial health
How has Steve Perera helped you?
Listened to me, put an initial plan together.
Have you seen the outcome you were hoping for?
Yes, he has been fantastic over the years I’ve been with him
Steve:
Hi Ross. Thanks for leaving this review for me - I really appreciate it. It has been great to work with you as your financial adviser over the last 10 years or so. Quite a lot has changed in your life over that time and I have been happy to work with you through all of this and, hopefully, look forward to working with you long into the future. Thanks again for the review. All the best, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed one to access other financial services
How has Steve Perera helped you?
He sorted out my SIPP
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All fine
Steve:
Thank you for leaving a review for me David - I do appreciate it. I am glad that I was able to help you with your pension and investments after you had experienced some difficulties with your previous financial planner. I hope that I have managed to demonstrate that not all financial planners are in it just for what they can get. All the best, SteveReview
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at retirement plans
How has Steve Perera helped you?
Steve helped with my plans and other financial matters.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All ok.
Steve:
Hi David. Thank you for leaving this review for me. It is very much appreciated. It has been a pleasure to work with you, as your financial planner, over the last 5 years or so. Hopefully, I can continue to provide the assistance that you are looking for now and long into your retirement. Best regards, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Steve Perera helped you?
I have been with Steve for five years and he has consistently provided expert advise for my financial concerns always with a very professional attitude
Have you seen the outcome you were hoping for?
Yes consistent good advice
What could they have done better?
Nothing I can think of
Steve:
Thanks for leaving a review Harry - it is much appreciated. I am glad that you have appreciated the advice that we have given you over the last 5 years in the lead up to your retirement. Now let's make sure that you get to enjoy a long and eventful retirement going forward. All the best, SteveReview
by a verified client in West Midlands
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The company I was working for was bought out, I was left with a certain amount of money from the shares I had which was more than I would normally be able to take care of.
How has Steve Perera helped you?
Started by thoroughly explaining the place of a financial advisor, the steps required to reach a certain state, the financial platforms in use. With time, my understanding of the issues gradually improved. We were also helped a lot in planning our inheritance.
Have you seen the outcome you were hoping for?
It is an ongoing process; so far the results are quite good.
What could they have done better?
Nothing specific to remark here.
Steve:
Thank you for taking the time to leave a review for me Chavdar - I really appreciate it. I am looking forward to helping you to enjoy the retirement that you and S have planned for. Let's try and make sure that you get to do everything that you would like to over the coming years. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate all my pensions in one place
How has Steve Perera helped you?
Opened a SIPP and brought everything to one place, then offered an ongoing review service, which I accepted
Have you seen the outcome you were hoping for?
Yes, I feel much more in control of my pension
Steve:
Hi Kate - thank you very much for leaving a review, it is very much appreciated. We have been working together for quite a few years now and I am glad that you feel more in control as a result of how we simplified your pension provision. I look forward to continuing to work together to make sure that you eventually get to enjoy the retirement you deserve for all of your hard work. All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having been made redundant and returning to university I needed someone to re-invest my pension and invest my redundancy payment.
How has Steve Perera helped you?
See above
Have you seen the outcome you were hoping for?
Having been with Steve Perera for 20 years now I think speaks for itself as to his good advice and reliability.
Steve:
Hi V. Thank you for leaving a review - I really appreciate you taking the time to do that. I am glad that you came to us when your situation changed and that I was able to help you. I have also enjoyed hearing about some of the fascinating stuff that you have been working on through the years! I hope that we can continue to work together for the next 20 years! All the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge regarding investment and pensions
How has Steve Perera helped you?
Sound advice backed with easy to understand projections
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
-
Steve:
Hi Stuart. Thank you for taking the time to write a review for me - I really appreciate it. I am really pleased that you have had a good experience so far, as a relatively new client of Britannic Place. Hopefully we can continue to meet or even exceed your expectations in the future and keep you on track for the retirement that you have planned for. Thanks again and all the best, SteveReview
by a verified client in Worcestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In need of pension and savings advice
How has Steve Perera helped you?
Sorted SIP pension arrangements
Have you seen the outcome you were hoping for?
Yes
Steve:
Thank you for your review Steve. I really appreciate you taking the time to write it. A lot has happened since we first started working together when I was at my previous firm but I am really pleased that you asked to continue working with me when I set up my own business over 15 years ago now. I'm also delighted that you have seen the outcome that you were hoping for after all of this time working together. Let's hope that this continues long into the future. All the best, Steve PReview
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Steve Perera helped you?
Pension transfer and future investment planning
Have you seen the outcome you were hoping for?
Too early to tell
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of husband
How has Steve Perera helped you?
He took a good look at my finances and helped with my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Steve could not of done anymore to help. So grateful to Steve for everything
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling London property, getting married and moving out of the city
How has Steve Perera helped you?
Annual (or more frequent) meetings as required, streamlining my investments and pensions
Have you seen the outcome you were hoping for?
Very pleased
What could they have done better?
Sometimes he chats a bit too much when I'm busy...
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Steve
Very professional, well informed and explained things clearly.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure that we were investing our capital in the most beneficial products for our personal circumstances.
How has Steve Perera helped you?
He has always explained all the options available to us and provided information to enable us to reach decisions on our investments with which we were comfortable. He has also explained and assisted us with the setting up of Enduring Powers of Attorney, which we had been considering for some time.
Have you seen the outcome you were hoping for?
Yes - we have seen considerable increases in our portfolios, which would not have been achieved without Steve's professional guidance.
What could they have done better?
We are overall very pleased with the service we have received and cannot suggest any improvements. We have every confidence in the advice provided by Steve.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was unsatisfied with the standard of pensions/saving advice being given by my previous provided, a main bank, as they just seemed to work to a standard formula without looking at each person as an individual with individual needs and aims.
How has Steve Perera helped you?
Steve provided me with excellent advice tailored to exactly to my individual circumstances any my unique needs and wishes.
Have you seen the outcome you were hoping for?
Yes. I have seen my savings and pension funds improve as a faster rate than with my previous bank advisor. Add to that I have a much more secure outlook with respect to estate planning for my dependents and family.
What could they have done better?
I cannot think of anything that he could have done better.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advise on retirement planning and our investment portfolio
How has Steve Perera helped you?
Advised us on drawdown and on arranging our portfolio to give a spread of investments that matched the risk profile he established with us through a comprehensive process Inheritance tax planning vis a series of trusts set up
Have you seen the outcome you were hoping for?
Yes. Portfolio is rebalanced annually and growth has outperformed benchmark indexes
What could they have done better?
Hard to find an area in which we could have asked for anything more.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to optimise my pension savings
How has Steve Perera helped you?
More active pensions management
Have you seen the outcome you were hoping for?
Yes
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Steve
Steve is very thorough and I feel confident in his suggestions.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my pensions and wanted advice on retirement planning
How has Steve Perera helped you?
Steve was incredibly patient and took me through the various options with projections ensuring he made the complicated rules and processes easier to understand
Have you seen the outcome you were hoping for?
Yes very happy to date
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
2001 Divorce and need to plan for a different future
How has Steve Perera helped you?
Supported me through the process of dealing with the complex decisions of where to invest my pension fund and also the best and most cost effective ways to invest other money
Have you seen the outcome you were hoping for?
Yes I retired aged 54 something that was achieved though careful financial planning over a period of 12 years
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Steve
Have dealt with Steve and team over a number of years and have always found them very helpful and efficient, nothing is ever too much and they always come back with prompt results.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pensions were not doing very well and I needed financial guidance.
How has Steve Perera helped you?
Steve has been amazing, my pensions are growing nicely and I am so please with everything Steve has done and continues to do me.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Steve continues to look after my finances and there is nothing at the moment I could suggest that he could improve on. I am very happy with everything.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed and needed advice regarding my late husband’s pension.
How has Steve Perera helped you?
He organised a drawdown and subsequently organised investments
Have you seen the outcome you were hoping for?
Yes. I am very pleased with the performance of my investments.
What could they have done better?
I am very happy with the service provided.
Review
by a verified client in Warwickshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to manage my own retirement situation
How has Steve Perera helped you?
By steering me in the right direction with his great interpersonal skills
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I really can not think of anything he could do better
Review
by a verified client in Herefordshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
MY DEFINED CONTRIBUTION PENSIONS WERE IN SEVERAL PLACES, INVESTED IN A HAPHAZARD MANNER, AND I NEEDED GUIDANCE ON CONSOLIDATING THEM AND DEVELOPING A CONSISTENT INVESTMENT APPROACH.
How has Steve Perera helped you?
HE ENQUIRED ABOUT THE DIFFERENT PENSIONS, RECOMMENDED HOW TO CONSOLIDATE THEM, ANALYSED MY RISK PROFILE, AND IMPLEMENTED A PERSONAL PENSION WITH A SINGLE PROVIDER WITH A SUITABLE INVESTMENT APPROACH.
Have you seen the outcome you were hoping for?
YES. THE INVESTMENT HAS GROWN WELL, SUBJECT TO NORMAL MARKET FLUCTUATIONS, AND HE HAS MADE SUITABLE RECOMMENDATIONS WHEN A DIFFERENT MIX OF FUNDS, DRAWDOWN ARRANGEMENT, OR PLATFORM HAS BEEN NEEDED. I CAN NOW SEE AT A GLANCE THE TOTAL VALUE OF MY PENSION ASSETS.
Review
by a verified client in West Midlands
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Windfall from a company sale and two pensions needed a better way of management than just leaving it in the bank.
How has Steve Perera helped you?
Steve Prerea identified suitable vehicles for investing the amount, taking into cosideration the risk profile.
Have you seen the outcome you were hoping for?
It's early days, but the investment shows promise.
What could they have done better?
I can't suggest anything in particular; the process was clear and the explanations reasonably understandale for someone not paricularly proficient in the finance area.
Review
by a verified client in Worcestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had capital to invest and interest rates on cash saving accounts including ISAs didnt inspire me.A close friend recommended Steve for advice,and its the best thing I have ever done.
How has Steve Perera helped you?
By fully explaining the advantages Of investing long term with companies like Old Mutual Wealth and latterly Wealthtime
Have you seen the outcome you were hoping for?
yes more than I had ever hoped for
What could they have done better?
Nothiing .We cover every aspect regarding my investments,and changes he suggests we go along with.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Steve
Pretty authoritative and well-informed. Not the cheapest, but probably worth it.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Steve
Very good at explaining our needs and point us in the right direction.
First impression
by a VouchedFor user
11 years ago
Overall
Please provide a brief comment about your experience with Steve
Steve was very professional and had a useful product in assessing lifetime needs. He was welcoming and clear on the process and costs. Whilst I've decided to go with another advisor it was a very close decision. The chemistry was slightly better with anot
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve always explains things fully in an easily understandable way - he will take as much time as necessary.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve explains financial matters in a clear and understandable way. Which alows us to make decisions more wisley and with confidence.
What could they have done better?
He does really well for us, but if he has a magic wand that can double interest rates - that would be good!
Review
by a verified client in Gloucestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
We have been clients of Steve Perera since he started and have always found him easy to talk to. He explains things clearly so that we can make our choices with a clearer understanding and with confidence that he has given us the best advice in his opinion.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve is very approachable and personable and makes a very difficult area to understand much more easy to follow. I am confident he always acts in my best interests, following my instructions to the letter.
Review
by a verified client in Warwickshire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve has always provided a helpful, knowledgeable and professional service. He has always understood our individual attitudes to risk and advised us accordingly. All of his advice and recommendations have been well explained and he has always taken time to ensure our understanding of any recommendations or changes.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve takes the time to understand my circumstances, asking probing questions to ensure the advice he offers is suitable and appropriate for my needs. In addition he offers insightful suggestions inline with my risk profile for consideration. He has established a stable risk profile platform and over the last few years dealing with Steve have seen his business grow and mature in the services he offers.
Review
by a verified client in London
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve is very diligent about researching the right products for me and taking a holistic approach to problem solving
What could they have done better?
He can be a bit didactic over the regulatory part of his work but that is a bit of an industry problem
Review
by a verified client in Surrey
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve Perera has been our IFA for 6 years. He has always provided us with sound, well researched and well explained professional advice. Under his direction, our portfolio has developed and proved profitable. We have no hesitation in highly recommending him to anyone in need of financial advice.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve helps me with every aspect of my finances. He always listens to what I need and explains things in plain English. I have been with Steve for over 5 years now and consider him a good friend and admire his integrity.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Last year (2013) We took our considerable Portfolio of investments to Mr Perera. Mr Perera painstakingly explained the (high) risk profiles that we had ignorantly followed and then on our instruction systematically worked through every aspect of the future planning that we needed, at all times we had constant visibility of each and every part of our future financial planning with him and excellent illustation of the goals that we were striving to acheive for financial security in our future. At all times we were advised of his reasonable charges (that were considerably less than we were paying). It is rare for me to commend a professional or service to the above level.
What could they have done better?
i geniunely are struggling to make any criticisms of the service that we have received to date.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve has beenhelpingme with my pensions and investments for nearly 10 years now. Prior to working with Steve I was always fairly sceptical about using a financial planner but he has completely changed my view on this. He has provided me with an excellant service and I would wholeheartedly recommend him to others looking for a financial planner.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
He asks and listens to what we want to achieve or amend and presents his recommendations in a clear and straight forward mannner. He does not pressurise us into a decision and always revisits the chosen option. We have annual reviews and he is always willing to offer additional assistance in the interim if circumstances require.
What could they have done better?
We are happy with the service he provides and he is always at the end of the phone or email if queries arise between reviews.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Clear explanations of the more complicated elements. Good understanding of a clients particular needs. Seems genuinely interested in the industry.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve gave us very good and sound advice when my husband retired with how to invest his lump sum he received, he also advised me about my pension. We will be looking to Steve in the future when we wish to upgrade our wills, probably also with a new style Power of Attorney, as he advised us of all the other services he does.
Review
by a verified client in Dorset
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Gives ckear advice when needed.
Review
by a verified client in Dorset
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve listened with full attention to my individual needs and aspirations. I knew very little about how to handle my finances and his manner, at all times, was patient and courteous.
What could they have done better?
Nothing at all.....he fully met my expectations.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
The advice I have been given from Steve has always been good. Investments are doing well which is a good sign. Steve has always been available when I have a query and responds very quickly. He is very thorough in his dealings and explains things in language that is easy to understand - no jargon.
What could they have done better?
I cannot think of anything.
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
I first contacted Steve Perera prior to retirement when planning for my pension and reviewing the investment portfolios of my wife and myself. Steve has given some excellent advise and helped our portfolio to grow even during challenging times. I am taking a drawdown pension so he also advises on the investment options for this important area. Steve has always been easy to access and spends a lot of time ensuring that we share and understand the investment views that he presents. He has also tabled some innovative options for us to consider. He has explained his charges clearly and has given us written confirmation of how these are applied. He is always well prepared for our review meetings and we feel confident when listening to his advise and jointly deciding on actions.
Review
by a verified client in Warwickshire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
As far as I am concerned Steve gives good honest, well thought out advice, and copes with some of my non conventional input very well!
Review
by a verified client in Worcestershire
11 years ago
Overall
Advice
Service
Value
How has Steve Perera helped you?
Steve is a highly qualified and experienced adviser who understands my needs and and takes time to make considered recommendations. We have an excellent client/adviser relationship which is based on regular dialogue. He goes the extra mile to provide an excellent service and he makes me feel totally confident that my financial affairs are being managed professionally and efficiently.