Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Testimonials

"From giving advice to my business regarding pensions for employees and shareholders through to personal financial advice in my retirement, Mark has always been able to assess my needs correctly, never over complicating matters with plain speaking – very responsive with good interpersonal skills. An excellent advisor."

Mr & Mrs M
Happily Retired

"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
Nottingham

"Mark has always given fair, honest and sound financial advice with my personal and pension plans in a friendly and non invasive manner.  I have been happy to act upon it with confidence and look forward to his continued support in the future."

Mrs H
Recently retired teacher

"Made everything in the process easy to understand and act upon. Looking forward to watching my pension grow under Mark’s supervision. Thoroughly pleased with all he has done and is about to do."

Mr S
Sales Director

"I semi-retired in 2001 after having spent 37 years in the insurance industry, the latter 20 years as a registered insurance broker running my own business in Hertfordshire.

In 2007 I required advice with request to my various pension funds and also my other personal investments. I wanted an independent financial adviser who was experienced, knowledgeable and of high integrity. It was for these reasons that I chose Mark Birkett who I had known for many years.

He gave me advice and guidance on my various retirement options and was also able to simplify my PEP's and ISA's paperwork by using the co-funds platform. His continued advice is very helpful and I have no hesitation in recommending him to anyone seeking independent financial advice on a very personal level."

Mr N
Cambridgeshire

"I have been impressed by Mark Birkett's thoroughness, attention to detail and high standards of customer care and I am pleased to recommend Austen Birkett."

Dr F
Nottinghamshire

"We had both used our stocks and shares PEP/ ISA allowance most years. These had been done with many different investment groups and, as such, we received a number of valuation statements at different times throughout the year. This meant a mountain of paperwork, as well as making it difficult to keep track of the total value of these investments. Austen Birkett suggested, and instigated, the movements of these investments to one place, so that one consolidated statement, for all of our holdings, is received, twice a year. This makes it far easier to monitor the performance of our holdings and simplifies our financial affairs greatly. We were kept informed at every stage of the process and the overall handling was both friendly and professional. We have no hesitation in recommending Austen Birkett."

Mr & Mrs N
Rutland

"Mark has advised us on Investments and Pensions for many years. We are nearing the end of our working years and approaching retirement with confidence in the knowledge that we will be able to maintain a very comfortable lifestyle. This is entirely due to Mark's sound advice and invaluable forward planning."

Mrs J
Leicestershire

"Mark and his associates have worked closely with us for many years providing sensible financial advice which has helped our business to grow. The service provided by Austen Birkett has been invaluable and we would certainly recommend them to deal with your corporate financial matters."

Encon Associates, Sustainability Consultants Nottingham
www.enconassociates.com

Austen Birkett Financial Planning are independent financial advisers located in the heart of Southwell.  We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.

About Us


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

T 01636 812255
E advice@abfp.co.uk

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