OV’s Financial Planning Firm Receives Further Recognition

Many congratulations go to Worcester-based Britannic Place Financial Management, founded by OV and chartered financial planner Steve Perera (Cr 86-93), which has been named the Micro Wealth Management Firm of the Year for the second year running at the MoneyAge Awards 2023.

This was the major highlight of a busy awards season for Britannic Place this year. In addition to the MoneyAge award, they finished as Runners Up and Highly Commended in the Leading Adviser Practice (up to 10 Advisers) category at the Schroders UK Platform Awards  and were also Commended in the Retirement Adviser of the Year category at the Investment Life & Pension Moneyfacts Awards 2023.

In response to these awards, Steve commented, “To be shortlisted for any of these awards is a huge honour, but to win one and to be placed in two others is absolutely amazing. This really is thoroughly well deserved recognition for our fantastic team.”

Britannic Place was also recognised for the first time as one of the UK’s Top 100 Financial Planning Firms by Citywire’s New Model Adviser®, a prestigious financial services publication. The Top 100 highlights the advisers who are at the cutting edge of financial advice, providing quality service to clients and demonstrating a wide range of professional qualifications, with an overall commitment to the profession by demonstrating best practice.

With reference to the Citywire recognition, Steve added, “The Top 100 award recognises our commitment to delivering a forward-thinking financial planning service that helps our clients to achieve their long-term goals, while allowing them to feel relaxed and secure about their financial future.”