Birkett Financial Planning
Financial planning and wealth management advice for families, business owners and professionals in the UK
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Birkett Financial Planning
Birkett Financial Planning provides financial planning and wealth management advice, including guidance on building, growing, protecting and preserving wealth. It can connect clients with specialists for services such as wills, tax, legal advice, insurance and corporate lending.
Its clients include families, business owners and professionals, many of whom are planning for retirement or balancing current lifestyle with future security. The practice is an appointed representative of St. James's Place Wealth Management and earns income through financial advice and wealth management services.
The family-run practice was founded in 2019 and is based in West Lancashire, with its registered seat in Wigan. It serves clients locally and across the UK.
Product: Financial planning and wealth management advice, with referrals to specialist providers for wills, tax, legal advice, insurance and corporate lending.
Jobs at Birkett Financial Planning
Leadership
- Matthew Birkett · Director & Chartered Financial PlannerSource: company website
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