Mark Birkett - Financial Adviser

I have over 25 years of experience within the financial services industry, working in the Midlands and North-East England. First qualifying as an Independent Financial Adviser (IFA) in 1995, I worked as an IFA at one of the UK’s largest accountancy firms before becoming a company director at an IFA firm. I then set up my own practice in 2008 in Nottinghamshire, working with clients, companies, and other professionals across the UK.

In 2021, I joined True Potential Wealth Management as it specialises in utilising award-winning technology in the most effective way for both client and adviser. This enables me to concentrate my time on providing a personal service and transparent advice. My aim is to help you arrange and manage your wealth, giving you the confidence to enjoy other interests. We can adapt plans as you enter different stages of life or if legislation changes.

The True Potential platform gives you 24-hour online access, seven days a week, to monitor your portfolio. True Potential Wealth Management has billions of pounds under management and is one of the fastest growing wealth management services in the UK.

I hold advanced qualifications in retirement options (including AF7 Advanced Diploma), personal investment planning, taxation and trusts. I specialise in pre and post retirement planning and through True Potential offer a bespoke Occupational Pension advice proposition, allowing for clients with Final Salary and Defined benefit pensions to receive the advice they require. I offer a comprehensive cash flow planning service.

Our offices and meeting room are located in the heart of Southwell. Please contact me to arrange a meeting on a no obligation basis, to see how we can help you.

Mark Birkett Financial Adviser

Areas Served

  • All of UK

Mark Birkett - Financial Adviser

Mark Birkett - Financial Adviser

I have over 25 years of experience within the financial services industry, working in the Midlands and North-East England. First qualifying as an Independent Financial Adviser (IFA) in 1995, I worked as an IFA at one of the UK’s largest accountancy firms before becoming a company director at an IFA firm. I then set up my own practice in 2008 in Nottinghamshire, working with clients, companies, and other professionals across the UK.

In 2021, I joined True Potential Wealth Management as it specialises in utilising award-winning technology in the most effective way for both client and adviser. This enables me to concentrate my time on providing a personal service and transparent advice. My aim is to help you arrange and manage your wealth, giving you the confidence to enjoy other interests. We can adapt plans as you enter different stages of life or if legislation changes.

The True Potential platform gives you 24-hour online access, seven days a week, to monitor your portfolio. True Potential Wealth Management has billions of pounds under management and is one of the fastest growing wealth management services in the UK.

I hold advanced qualifications in retirement options (including AF7 Advanced Diploma), personal investment planning, taxation and trusts. I specialise in pre and post retirement planning and through True Potential offer a bespoke Occupational Pension advice proposition, allowing for clients with Final Salary and Defined benefit pensions to receive the advice they require. I offer a comprehensive cash flow planning service.

Our offices and meeting room are located in the heart of Southwell. Please contact me to arrange a meeting on a no obligation basis, to see how we can help you.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.