Helping to fulfill your dreams

As your lifestyle financial planners we’re motivated by just one thing: the way you want to live your life. We’re here to help you fulfill your hopes and dreams. We’re not fee-driven, not guided by commissions on financial products and investments. Never.

Great relationships are absolutely everything to us. We want you to see us as a trusted confidant, someone who really understands your lifestyle goals, what you want for yourself, your family and business. Then we put a lifestyle financial plan in place to make things happen your way.

And we’re always looking at that bigger picture, taking a genuine interest in what you want from life as a whole and helping in whatever way we can. Through Birdie’s trusted network of personal contacts we’ll always find you the right kind of help, when you need it.

We share the same outlook as you, we have a real zest for life and the vitality for living it. We too like having fun. We love people, we love businesses, and we simply love the thrill of helping our clients achieve their lifestyle goals.

We’re Birdie Financial Services. Call 0117 456 4770 or email info@birdiefs.co.uk

Talk to us

There’s a range of ways to get in touch with us. We’re happy to arrange face-to-face meetings, video call or normal telephone conversations to discuss your financial future.

Support team

We operate on traditional values and a genuine client centric approach which ensures enriched client relationships and collaboration. Our professional team allows planners frequent client meetings and an exceptionally personal and professional service.