Paul Birkett

Since joining the financial services industry in 2007, I have gained extensive experience across mortgage, insurance and equity release advice. However, my true passion lies in delivering independent financial advice within the specialist area of personal and business protection. Throughout my career, I’ve been driven by the ambition to achieve the best outcomes for my clients, ensuring their needs, goals, and aspirations are fully met.

As a Business and Personal Protection Adviser, I build strong relationships with my clients, which is essential when navigating the complexities of insurance solutions. By working closely with individuals, families, and businesses, I provide peace of mind, offering protection that safeguards them against life’s uncertainties. My clients benefit from a clear understanding of the risks they face and my expertise in recommending tailored policies to suit their needs.

I offer guidance across a wide range of products, including life insurance, critical illness cover, income protection, family income benefits, whole of life protection and private medical insurance. These policies offer invaluable protection to individuals and families, providing financial security in times of need. For business owners, I advise on a variety of protections, including relevant life, loan protection, key person insurance, shareholder and partnership protection, executive income protection and group schemes such as Death in Service. These solutions not only protect businesses but also offer potential tax efficiencies, saving clients money.

Being part of David Allen Financial Services has enabled me to develop my career within a supportive, knowledgeable, and friendly team. It’s exciting to contribute to the ongoing success of such a forward-thinking company.