Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Financial Planning

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.


Planning for Individuals

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.

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Planning for Businesses

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.

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Confunds

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.

"My aim is to always deliver the best quality advice and service. People expect me to be their adviser and I can assure them this will always be so.  I measure my success on the solid relationships I have with my clients, many of whom I have advised for years."

Mark Birkett
Managing Director
Austen Birkett Financial Planning


Pension review – consider all of your income options at retirement – what is your priority?

The client in this case had decided to retire and asked us for guidance on the options available. He was single with no financial dependents and had a history of medical problems.

Read the full case study...


Austen Birkett Financial Planning
Trebeck Hall
Bishops Drive
Southwell
NG25 0JP

T 01636 812255
E advice@abfp.co.uk