You can download the ABFP Initial Enquiry Form in either Word or PDF format by clicking the relevant icon below.
Microsoft Word format - requires Word to be installed on your PC
PDF format - requires Adobe Reader to be installed on your PC
Alternatively, you can contact us to receive a copy by post.
"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
Austen Birkett Financial Planning
49 Stoney Street
The Lace Market
Nottingham
NG1 1LX
T 0115 959 7979
F 0115 989 5401
E advice@abfp.co.uk