Austen Birkett Financial Planning

Independent Financial Adviser Trebeck Hall, Bishops Drive, Southwell, Nottinghamshire, NG25 0JP
FCA verified
8th July 2019
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
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Mark Birkett DipPFS
Managing Director
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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