Massive welcome to Steve Perera today.
Steve is an experienced Chartered Financial Planner. In 2006 he founded Britannic Place, a boutique financial planning firm based in Worcester.
Since then, he has focused on providing an exceptional service to a small number of successful clients.
His philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth.
His company Britannic uses a comprehensive six-step process that teaches:
• Where you are now
• What you may need in the future
• What you must do to reach your goals.