Investments

Birkett Long has been providing investment advice to clients for more than 20 years. We have the capacity and experience to provide investment advice 'across the board', including investment vehicles such as Individual Savings Accounts (ISAs) and Investment Bonds (both Onshore and Offshore), as well as providing advice on Stocks and Shares.

We have particular strength in regard to Trust investments working closely with the firm's Trusts team.

I wanted to say thank you for your 'can do' attitude and the way you manage to make even the most monumental tasks (for me) seem to be achievable, and even are achieved, with a minimum of stress and fuss.
Client email to Alan Goggin

Our service includes provision of a useful annual Investment Summary, which can incorporate your existing investments as well as those effected through Birkett Long, and the facility to contact one of our Financial Advisers for guidance at any time.

As Independent Financial Advisers we are able to recommend suitable investments from a wide cross section of products available on the market place.

  • Individual Savings Accounts (ISAs) 
  • ISA Transfers 
  • Unit Trusts/Open Ended Investment Companies 
  • Investment Trusts 
  • Investment Bonds 
  • Income Bonds 
  • Offshore Investment products 
  • Trust Investments

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Lead Contacts

Paul Chilver DipFA
Financial Planner
01206 217614
Mike Cracknell APFS, ACIB, AIFP
Financial Planning Manager
01206 217384
Alan Goggin Cert PFS, Certs CII (MP & ER)
Financial Planning Manager
01206 217616
Colin Hyoms FCIB, MCMI, Cert PFS
Financial Planning Manager
01206 217614
 

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