Description
We are all different, however when I buy something, I want to talk
to someone about it using their knowledge and experience to guide me,
along with the time to consider the options.
Our aim at Johnson Birkett Limited is to assist you achieve your financial goals to secure your future.
We offer a comprehensive financial planning services to individuals
and businesses to help you achieve those goals; where appropriate
recommending products from the whole market.
We are committed to offering the highest standard of personal
service via up to date technology and appropriately qualified personnel.
We retain professional consultants for legal, accountancy and
general insurance providing additional services to our customers as
required.
We are able to advise and provide solutions from the whole market to a wide range of areas such as:-
- Life Assurance
- Pensions Planning
- Investment Advice
- Mortgage Advice - Homes and Buy to Let
- Commercial Mortgages
- Offshore Financial Planning
- Overseas Property
- Health Insurance
- Corporate Planning
- Tax Planning
- Pension Transfers
As Independent Financial Advisers
we are free to advise on financial products available from the
whole market. We use advanced computer software to research, compare
and select the most suitable deals currently available. We are thus
able to make arrangements to maximize the benefits to our clients.
You'll get our help to review your existing financial situation and
reach a realistic assessment of your likely needs. For this, you'll
need to set aside some time to talk to us - the first one-hour
consultation is free. There's no charge, and no obligation, while we
find out together if it's worth going ahead.
Depending on your instructions we will carry out a ‘needs analysis’
based on your current situation, and taking into account any specific
plans and/or targets you may have. We will then advise you on anything
from a short term financial objective to a lifetime financial plan,
followed up with regular reviews.
You will receive professional advice about where your financial
arrangements are already good, and where they're inadequate (or not
covered at all).
You'll also have our help to decide how much provision you need to
make, and the order of priority in dealing with your finances. And of
course it will all be sensibly balanced in relation to your current
income and your prospects
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. | 
