Austen Birkett Financial Planning Ltd - Independent Financial Advisers


Solicitors increasingly work with Independent Financial Advisers who have the expertise to enhance service propositions.

We can offer your clients:

  • Trustee investment advice

  • Access to specialist inheritance tax planning, to compliment your advice

  • Financial planning in divorce – we hold the licence to assist with all types of pension transfers and can act as 'financial neutrals'

  • Investment advice with personal injury settlements

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

Inheritance tax planning – keeping control of capital by planning early

A solicitor introduced us to a couple who wished to discuss inheritance tax planning but at this stage of life felt that they were too young to gift away capital themselves

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