Austen Birkett Financial Planning

Independent Financial Adviser  Trebeck Hall, Southwell, Nottinghamshire, NG25 0JP
check
FCA authorised
Last authorised 19th October 2020
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
Meet our advisers
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Restricted - whole of market 0.06 mi
I like to give clients an honest and professional service, looking to build relationships for the long term.
 
Independent Financial Adviser 0.39 mi
Favourite quote: Helping one person might not change the whole world but it could change the world for one person
 
Independent Financial Adviser 6.06 mi
Local Independent Financial Advice, Experts in Investment, Pension & Retirement Options, Flexi Access Pensions, Life cover & mortgages
 
Independent Financial Adviser 6.08 mi
Expert, affordable independent financial advice that's tailored to you.