Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Our Fees

After the initial meeting, free of charge, we discuss your financial needs and tailor our costs accordingly. Our advice is not product-orientated and each client's needs are different in terms of complexity and level of service required.

We believe the quality of our ongoing relationship is determined upon open communication and therefore, we do not make additional charges for correspondence via telephone, email or post.

Our fees potentially cover three areas, subject to your needs, and you will always have an exact breakdown of charges before any business transactions take place:

  • Financial Planning report. We will quote a fixed project fee with the 'Terms of Business' letter you receive after the initial meeting.

  • Implementation. Between 1% - 3% of the amounts invested.

  • Ongoing Advice. Between 0.5% - 0.75% per annum of the amount invested.

Our fees can either be paid by you personally or your company and can be offset against any commission that may be generated. If no commission is due, following our recommendations, then the agreed fee is paid by you.

If our fee is offset by us receiving commission, and it exceeds the agreed fee, then the surplus is re-invested into the plan, for your benefit.

"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

Austen Birkett Financial Planning
Trebeck Hall
Bishops Drive
NG25 0JP

T 01636 812255