About Us

Southwell from field

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.

As independent financial advisers, Austen Birkett Financial Planning can provide investment advice from across the whole financial market. We do not have ties to any product provider nor fund manager, offering completely unbiased advice.

Our offices and meeting room are located in the heart of Southwell. We also use meeting rooms at our original site in the Lace Market, Nottingham.

Austen Birkett Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

Unless they are notified in writing, our clients are treated as “Retail Clients”. This means that they are afforded protection under the regulatory system and if any complaint could not be settled with us, they may be entitled to refer it to the Financial Ombudsman Service (FOS) (website www.financial-ombudsman.org.uk) or on 0800 023 4567.