Honest & dependable advice for financial products

Birdie Financial Services

Lifestyle financial planning

 

For the way you want to live

You, your family and your business interests always come first. What you care about most of all, what you really want to achieve in life, what kind of lifestyle you want to lead. The financial planning to help make it all happen follows.  It’s never the other way round.

As your lifestyle financial planners, we bring you the peace of mind that financial products and investments are working the way they should, meeting your own particular life goals. For now, for the future, your trusted financial adviser who understands you and the way you want to live your life.

 
 

Contact

WHERE WE ARE

Dyrham Lodge,
16 Clifton Park,
Clifton,
Bristol
BS8 3BY

CONtact

info@birdiefs.co.uk
+44 (0)117 456 4770

What we do

 

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Protection planning

We help you to create a protection plan that is personal to you or your business needs.


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savings & Investments planning

We help you create a savings and investment plan that is reflective of your choice of saving or investment.


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Business planning

We understand the dynamics and requirements of your business to ensure peace of mind at all times.


 

Retirement Planning 

We provide support to plan and achieve your retirement goals.

 
 
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  • "A very professional experience on every occasion"
    — Ms. B, Sole Trader, Bristol
  • "Neil is the ultimate professional & has proved to be highly reliable"
    — Mr & Mrs. J, Gloucestershire
  • "Neil always has time for our queries, no matter how small"
    — Limited Company, Bristol
  • "Neil has a genuine and sincere caring for his clients"
    — Mr. H, Bristol

 
 

Let’s talk.

 

We’re always on hand to answer questions or queries, so please leave your details with a message below and we’ll get back to you as soon as possible.

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