Matthew Birkett
Chartered Financial Planner, DipPFS, Cert CII (MP)
Matthew Birkett is a Chartered Financial Planner and Co-Founder of Birkett Financial Planning. With a background in elite sport and a Master’s in Business Administration, he brings over 20 years of experience helping people plan for long-term success.
About
In 2019, Matthew and his wife Clare founded Birkett Financial Planning with the belief that good financial planning can change lives for the better. After a 15-year career in sport, where he held senior executive roles in national governing bodies, Matthew retrained as a financial planner to continue his passion for helping people achieve their goals.
The Practice now supports business owners, professionals and families across the UK, with many clients seeking clarity around retirement, financial security and using their wealth with purpose. Matthew takes pride in building long-term relationships, offering advice in plain English and helping clients make confident decisions at a pace that feels right for them.
Looking ahead, his vision is to grow the business carefully while keeping family values and personal service at its core. By combining trusted relationships with modern planning tools, Birkett Financial Planning aims to make financial planning clearer, more accessible and a source of confidence for more families.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
