We care about helping people live happier, less stressful lives — and we just happen to do that through financial planning.

We founded Birkett Financial Planning in 2019 after Matthew spent 15 years working in sport. He retrained because he believed financial planning could genuinely change lives for the better. Clare later joined as Practice Manager, and together we’ve built a family-run business with our name above the door.

Learn more about Matthew and Clare here.

Based in West Lancashire, we provide financial planning and wealth management advice to business owners, professionals and families - both locally and across the UK.

Most of the people we work with are planning for retirement, balancing today’s lifestyle with tomorrow’s security, or exploring how to use their wealth with purpose.

Our approach is simple:

• Listen first – we want to understand what a great life looks like for you.
• Educate and explain – no jargon, just clear options in plain English.
• Plan with confidence – helping you avoid costly mistakes and make decisions at your own pace.

Family values sit at the heart of our business. Many of our clients come to us through friends, colleagues or family members who already trust us. That means a lot, and we never take it for granted.

Looking ahead, our goal is to keep growing carefully - supporting more families with the same personal touch, while using modern tools and education to make financial planning clearer and more accessible.

Your finances are in safe hands. More importantly, our aim is to help you live a life that feels fulfilling, not just financially secure.