0330 038 8942
Based in Worcester
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FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 December 2025
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
29
Recent Client Reviews
Steve has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 October 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steve has provided information on their typical fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 6 first impressions)
I am a Chartered Financial Planner with over 25 years of experience in Financial Services. I established Britannic Place in 2006 with the idea of providing a high quality service aimed at giving our clients peace of mind. We achieve this mainly through our Comprehensive Financial Planning service, which allows our clients to see whether or not they can achieve or maintain the lifestyle that they want throughout their lifetime. Remember - 'life is not a rehearsal'! Whilst having a significant amount of technical knowledge and experience is a pre-requisite for a quality financial planner, I believe that what sets the best planners apart is their ability to really listen and get to the heart of what really matters to their clients. I specialise in working with successful people that are either coming up to or are already in retirement. In my spare time I enjoy most sports and am a regular gym goer, having finally hung up my rugby boots. My three young kids keep me pretty active most of the time and you can find me coaching my son's rugby team on Sunday mornings throughout the season.