Welcome to Birkett Financial Planning

Having had the great pleasure of working with Matt in the sports sector for over a decade, I knew him to be incredibly astute and hugely authentic in all his dealings - the perfect combination for someone wanting to work in financial services. It's been a massive pleasure to be a client of Matt's at...

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Matt and Clare are quite unique, they are so personable and make financial advice simple to digest and personal to my circumstances. They really care about getting the best outcomes for me and my family. I’m so happy and feel in very safe hands. I would recommend Matt and Clare to anyone who needs a...

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Financial planning is always something you should do but never get around to it. Matt was recommended to us and we have never looked back. A step by step guide talking us through our current finances, then planning for our short, medium and long term achievements. Matt consolidated all our pensions ...

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Matt was referred to me by a friend as I hadn't previously put much detailed thought into financial planning. It became immediately apparent from the first meeting with Matt (via Zoom call) that I should have spoken to him a long time ago. Matt took the time to understand my circumstances in deta...

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Matt and the team at Birkett Financial Planning are first class. The customer service and attention to detail to fully understanding my wealth needs is exceptional. Matt Birkett has a broad and deep knowledge of his craft supported by a candid and trustworthy approach. I would strongly recommend Bir...

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Matt came highly recommended by a friend and I can only endorse that recommendation. We struck up a good relationship and good rapport at the first meeting and that has continued throughout. His knowledge is second to none but he also has an uncanny knack of being able to articulate everything in a ...

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Since working with Matt, the fear of what to do with my finances and how to best plan for my future have more or less gone. As a single mum of 2 boys with demanding and expensive sports, and following an unplanned career change – knowing I have my finances in order is essential. After years of wonde...

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The power of social media brought Matt to my attention. I was looking for a financial adviser and I popped onto LinkedIn one afternoon and there was Matt. I messaged him, we met up and it has been a brilliant relationship since Day 1. I can say without hesitation, that Matt has transformed my attitu...

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Working with Matt and his team is very straightforward. I’ve enjoyed every interaction. At a time when considering all financial planning and future strategies, Matt is able to decipher what works best for your situation. His knowledge is supreme and I look forward to many years working with him. I ...

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From our first meeting, Matt has always been incredibly attentive. He has listened to me talk about my current financial situation and where I would like to get to with my finances in the future. He has given me great advice and proactively offers solutions that meet my needs. Whether it’s a mortgag...

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Having had the great pleasure of working with Matt in the sports sector for over a decade, I knew him to be incredibly astute and hugely authentic in all his dealings - the perfect combination for someone wanting to work in financial services. It's been a massive pleasure to be a client of Matt's at...

More text