Financial planning

Financial planning is something that everyone should consider. It is often compared to a journey through life to help you fulfil your objectives.

At Birkett Long IFA, our experienced team of independent financial planning managers work with you to help you achieve your goals, for example, whether its saving enough to retire comfortably or passing on wealth to your children.

You may ask yourself questions about your finances and the following may be familiar:

  • What happens to my family if I die or become ill?
  • When can I retire?
  • How much inheritance tax will my family have to pay?
  • How can I plan for my children’s education?
  • What can I do when a loved one needs long term care?
  • Should I review my finances following a divorce?

By understanding your objectives we will help you reach your goals,  

If you would like more information on financial planning please contact one of the team on 01206 217309 to arrange a free, initial meeting with one of our financial planning managers.

 

  • Nicola Ward
      • Nicola Ward
      • Associate and Head of Birkett Long IFA LLP
      • 01206 217308
      • View profile
  • Paul Chilver
      • 01206 217614
      • View profile
  • Colin Hyoms
      • 01206 217351
      • View profile
  • Kate Barnett
      • View profile
Birkett Long LLP has an experienced team of advisers who can offer independent financial planning for you and your family.

What Our Client Say

  • I would like to take this opportunity to thank you most sincerely for the time spent explaining all the options to me, your efficiency and detailed explanations of all matters relating to my pension arrangements. I am very happy with the outcome and extremely pleased I chose you for this service. It has been a pleasure to do business with such a professional individual and you are a credit to your firm.
  • Please thank the team, especially Nicola Ward, who was an amazing support to me through a very difficult time. I am extremely grateful to her for the time she spent "holding my hand". Knowing that there was someone who could answer my questions in terms that I could understand was an immense comfort to me.