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.
Based on a full analysis of your overall financial situation, we can work with you on a comprehensive financial plan or a single issue.
We have advised many corporate clients on a number of financial issues ranging from business exit and succession planning to directors remuneration planning.
We can choose products from the whole financial market and are not tied to any financial product provider.
As independent financial advisers we have access to the market leading products and services. Some of our clients have benefited by holding their investments and pensions on the Cofunds platform.
Cofunds is the UK’s leading independent investment platform offering an award winning investment administration service, only to the clients of independent financial advisers.
The key benefits to our clients are:
- A wide fund range and multiple investment products from leading investment houses
- State-of-the-art investment tools with the ability to produce detailed investment illustrations and fund key features
- Up-to-date valuations covering all holdings you have on the Cofunds platform
- Half-yearly consolidated statements
- Free online access to fund manager reports & accounts.
If you have a Cofunds account, you can log in by clicking here.
Austen Birkett Financial Planning is not responsible for the content of external websites.