Welcome to Austen Birkett Financial Planning

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Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 25 years experience in the financial services industry.  We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.

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Planning for Individuals

We advise on retirement planning, pension income options, investment consolidations, lump sum investments and inheritance tax planning.

Based on a full analysis of your overall situation, we can work with you on a comprehensive financial plan or a single issue.

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Planning for Businesses

We advise corporate clients on a number of financial issues ranging from business exit and succession planning to directors remuneration planning.

We are able to choose products from the whole financial market and we are not tied to any specific financial product provider.

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Professional Partners

We welcome financial planning referrals from accountants and solicitors. Many of our clients have been introduced to us through professional contacts.

We can help you offer a more comprehensive and
co-ordinated service to your clients and help develop regular client contact.

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