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Johnson Birkett Limited

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Johnson Birkett Limited

Overview:

We offer a fully comprehensive independent financial advice service to help with all your short, medium and long term financial planning requirements in areas such as pensions, investments, savings insurance and mortgages. We are committed to being fully independent. We will advise and make a recommendation after we have assessed your needs. Our recommendation will be based upon a comprehensive and fair analysis of the market.

We have been established as financial advisors for over 20 years.

We base our recommendations on performance, service, cost and corporate stability.

   to provide a personal and professional service to our clients
   to surpass client expectations
   to provide reports and advise using language you will understand
   to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
   to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.

As Independent Financial Advisers we are free to advise on all retail financial products from the whole market. We use advanced computer software to research, compare and select the most suitable products and services currently available based on your requirements. We are thus able to make arrangements to maximise 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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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