Austen Birkett Financial Planning Ltd - Independent Financial Advisers


Having worked within an accountancy practice previously, we understand the relationship between you and your clients.

The areas in which we can provide expertise are:

  • Pension audits & due diligence

  • Business exit strategy planning

  • Retirement options with pension funds

  • Tax efficient investments

We are pleased to present talks to accountants, tailored to your practice's needs.

Directors executive pensions – don't lose your protected tax free cash entitlement

We were introduced by an accountant to a successful limited company with two directors who wanted a review their pension arrangements as they aware of the changes in pension legislation in April 2006.

Read the full case study...

"On behalf of my wife and myself I would like to express our appreciation and gratitude for your professional guidance and that personal touch of excellence in dealing with my pension arrangements. Thank you once again for being our financial adviser."

Mr & Mrs S

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Austen Birkett Financial Planning
Trebeck Hall
Bishops Drive
NG25 0JP

T 01636 812255