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.


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.