Austen Birkett Financial Planning

Independent Financial Adviser  Trebeck Hall, Southwell, Nottinghamshire, NG25 0JP
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FCA authorised
Last authorised 11th October 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
MR Mark Birkett DipPFS
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Trebeck Hall, Bishops Drive, Southwell, Nottinghamshire, NG25 0JP

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