Steve Perera MSc FPFS FPMI ➡️ Retirement Specialist ⬅️

Experience

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  Mercer

  Jan 1997 - Jan 1999

  Pensions Administrator
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  Aon

  Jan 1999 - Jan 2000

  Assistant Consultant
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  PwC

  Jan 2000 - Jan 2003

  Consultant
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  Bateman Financial Planning

  Jan 2004 - Jan 2005

  Financial Planner
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  Clement Rabjohns

  Jan 2005 - Jan 2006

  Financial Planner
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  Britannic Place Financial Management Ltd

  Aug 2006 - now

  Founder & Chartered Financial Planner

  Comprehensive Financial Planning is an on-going process to help you make sensible decisions about money that can help you achieve your goals in life. It's certainly not just about buying products like a pension or an ISA.By planning your finances to meet your goals you will:1 - Have a much greater confidence of where you are going in life2 - Reduce your stress levels and start to enjoy life more3 - Gain control and peace of mind through knowing whether you’re on track for the future you want for you and your familyLife is not a rehearsal!Professional designations:» Chartered Financial Planner» Fellow of the Personal Finance Society» Fellow of the Pensions Management Institute» Associate of the Chartered Institute for Securities & Investment » Affiliate of the Society of Trust and Estate Practitioners (STEP)Contact me on:✉ sperera@britannicplace.co.uk☎ 01905 419890 Show less