Mark Birkett
DipPFS
Financial Adviser with True Potential
I have over 30 years of experience within the financial services industry, working in the East 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.
- DipPFS - PFS - 31/03/1993
- AF7 Pension Transfers - CII - 01/10/2018
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
