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Steve Perera
Chartered Financial Planner
Britannic Place Financial Management Limited
I am a Chartered Financial Planner with over 25 years of experience in financial services.
My “one-size-certainly-doesn’t-fit-all” approach is based upon the simple supposition that different people want different things from life.
Working together with clients, we develop strategies that deliver peace of mind, control, prosperity and the ability to do what they’ve planned for.
Media Coverage
FTAdviser.com
IFAs: Mixture of drawdown and annuities is best optionWith annuity rates rising sharply in recent weeks a number of IFAs said a combination of drawdown income and annuities could be the best approach
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Professional Adviser
'Annuity is an option everyone should consider', say IFAsAs annuity rates hit a 14-year high, people approaching retirement should seriously consider taking guaranteed income as an option, advisers have said
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IFA Magazine
As annuity rates reach 13-year highs, IFAs deliver their verdict on whether people approaching retirement should take them...With annuity rates rising sharply in recent weeks, IFAs on Newspage, the free PR platform, have been responding to the question as to whether annuities are some
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IFA Magazine
IFA warns small business owners putting pension contributions and protection on back burner as economy deterioratesFollowing a warning from the Federation of Small Businesses that as many as 500,000 small businesses are at risk of failing within weeks, we asked IFAs and br
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