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