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Jonathan Birkett

Richmond

Home Meet the teamJonathan Birkett

Home Meet the team Jonathan Birkett

Qualifications

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FCA Register

My Qualifications

Certs CII (MP & ER) (Certificate in Equity Release and is a member of the Society of Mortgage Professionals)

Contact Me

My details

jonathan.birkett@shackletonadvisers.co.uk

Richmond

Accolades

My scores and awards

Meet Jonathan

I have over 12 years of industry experience as an independent adviser, with extensive knowledge of the UK mortgage market, including recent changes introduced by the Mortgage Market Review (MMR) and the Prudential Regulation Authority’s Buy-to-Let regulations.

In addition, I am qualified to provide advice on the equity release market, particularly lifetime mortgages, as well as alternative options such as home reversion plans. I also help clients with personal and mortgage-related insurance, including life cover, critical illness cover, family income benefit, and income protection.

Throughout the journey, Jonathan was always proactive, patient, and responsive, making what could have been a stressful process feel seamless. We were later also supported by Jonathan Haizel, who was equally helpful and professional, together, they made a fantastic team. I would recommend Jonathan Birkett and his team without hesitation. They truly go above and beyond.

Mortgage Client

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Further information

Shackleton is a trading style of Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 163291.Shackleton Advisers Limited is a limited company registered in England and Wales, with number 04129116. The company’s registered address is 40 Gracechurch Street, London EC3V 0BT.

Shackleton is a trading style of IM Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 402770.IM Asset Management Limited is a limited company registered in England and Wales, with number 05016348. The company’s registered and correspondence address is 38 Carver Street, Sheffield, South Yorkshire, S1 4FS.

Shackleton is a trading style of Save & Invest (Financial Planning) Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 144940. Save & Invest (Financial Planning) Limited is a limited company registered in Scotland, with number SC113651. The company’s registered address is 100 West Street, Glasgow, G2 2QD.