Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Qualifications

Mark Birkett, Managing Director, has gained the following qualifications:

Advanced Financial Planning Certificate (AFPC) including:
AFPC G10 Taxation and Trusts
AFPC G20 Personal Investment Planning
AFPC G60 Pensions
AFPC K10 Retirement Options
AFPC K20 Pension Investment Options
Financial Planning Certificate (FPC 1, 2 and 3)

These qualifications allow Mark Birkett to use the titles AIFP and DipPFS as an:
Associate of the Institute of Financial Planning (AIFP)
Member by Diploma of the Personal Finance Society (DipPFS)

There are just under 150,000 individuals registered by the Financial Services Authority¹. Of these, approximately 34,000 are Independent Financial Advisers in the UK, who can advise on products from the whole financial market². Under 5,900 individuals in the UK have the DipPFS qualification².

¹ Financial Services Authority pers comm. April 2008
² Personal Finance Society pers comm. April 2008

"I semi-retired in 2001 after having spent 37 years in the insurance industry, the latter 20 years as a registered insurance broker running my own business in Hertfordshire.

In 2007 I required advice with request to my various pension funds and also my other personal investments. I wanted an independent financial adviser who was experienced, knowledgeable and of high integrity. It was for these reasons that I chose Mark Birkett who I had known for many years.

He gave me advice and guidance on my various retirement options and was also able to simplify my PEP's and ISA's paperwork by using the co-funds platform. His continued advice is very helpful and I have no hesitation in recommending him to anyone seeking independent financial advice on a very personal level."

Mr N
Cambridgeshire

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