Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Accountants

Having worked within an accountancy practice previously, we understand the relationship between you and your clients.

The areas in which we can provide expertise are:

  • Pension audits & due diligence

  • Business exit strategy planning

  • Retirement options with pension funds

  • Tax efficient investments

We are pleased to present talks to accountants, tailored to your practice's needs.

Directors executive pensions – don't lose your protected tax free cash entitlement

We were introduced by an accountant to a successful limited company with two directors who wanted a review their pension arrangements as they aware of the changes in pension legislation in April 2006.

Read the full case study...

"Mark has advised us on Investments and Pensions for many years. We are nearing the end of our working years and approaching retirement with confidence in the knowledge that we will be able to maintain a very comfortable lifestyle. This is entirely due to Mark's sound advice and invaluable forward planning."

Mrs J
Leicestershire

Read more testimonials...


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