Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 25 years experience in the financial services industry. We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.
We advise on retirement planning, pension income options, investment consolidations, lump sum investments and inheritance tax planning. Based on a full analysis of your overall situation, we can work with you on a comprehensive financial plan or a single issue. We advise corporate clients on a number of financial issues ranging from business exit and succession planning to directors remuneration planning.
We advise on retirement planning, pension income options, investment consolidations, lump sum investments and inheritance tax planning. Based on a full analysis of your overall situation, we can work with you on a comprehensive financial plan or a single issue. We advise corporate clients on a number of financial issues ranging from business exit and succession planning to directors remuneration planning.
Services
Austen Birkett Financial Planning offers a highly personalised service, providing independent financial advice to individuals and corporate clients. The company specialises in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 25 years experience in the financial services industry.
Financial Planning is the process of assessing your financial situation, determining your objectives and formulating a plan to achieve them. Austen Birkett Financial Planning can also implement the financial advice given, as we are authorised independent financial advisers. We advise on retirement planning, pension income options, investment consolidations, lump sum investments and inheritance tax planning.
Austen Birkett Financial Planning welcomes referrals from accountants and solicitors. Many of our clients have been introduced to us through professional contacts and we also look after accountants and solicitors as personal clients. In fact, other independent financial advisers refer specialist work to us that requires our expertise and qualifications.
From giving advice to my business regarding pensions for employees and shareholders through to personal financial advice in my retirement, Mark has always been able to assess my needs correctly, never over complicating matters with plain speaking - very responsive with good interpersonal skills. An excellent advisor.
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