Welcome to Austen Birkett Financial Planning
Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 20 years experience in the financial services industry. We offer a highly personalised service,
providing independent financial advice to individuals and corporate
Read why you would work with us...
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.
We have advised many corporate clients on a number of financial issues ranging from business exit and succession planning to directors remuneration planning.
We can choose products from the whole financial market and are not tied to any financial product provider.
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.
"From giving advice to my business regarding pensions for employees and shareholders through to personal financial advice in my retirement, Mark has always been able to assess my needs correctly, never over complicating matters with plain speaking – very responsive with good interpersonal skills. An excellent advisor."
Mr & Mrs M
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Austen Birkett Financial Planning
T 01636 812255