18th September 2017

Austen Birkett Financial Planning

Independent Financial Adviser Trebeck Hall, Bishops Drive, Southwell, Nottinghamshire, NG25 0JP

Offering unbiased Independent Financial Advice on investment planning and inheritance tax, specialising in retirement options including pensions and annuity products.

We can advise you on

Business
- Corporate pension
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Mark Birkett DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Where to find us

About us

Mark Birkett (Managing Director) has worked in the financial services industry across the Midlands and North-East England. He first became an Independent Financial Adviser in 1995, later working at one of the UK's largest accountancy firms.
The company was founded by Mark Birkett and Charlotte Birkett (née Austen) in 2008 at the Lace Market in Nottingham. In 2014 we moved to the attractive Nottinghamshire market town of Southwell. Our ground-floor offices and meeting room are next to The Minster, with designated parking. We also use meeting rooms in Nottingham and can visit our clients’ home or/and business.

Our services

We take pride in our personalised service as Independent Financial Advisers and can recommend the most suitable products from the whole financial market.

Mark Birkett (DipPFS) has specialist qualifications and over 25 years of experience in financial services so he can emphasize what you may be giving up with existing policies, as well as the benefits of any new plan.

We present any financial information clearly, explaining risks and benefits in our reports. Our fees are transparent and agreed before any financial transaction has taken place. We will not pressure you to undertake financial recommendations but do encourage regular dialogue.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- Corporate pension
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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