Your lifestyle financial plan
First things first, we get to know you, to really understand your lifestyle, your responsibilities and commitments. We’ll learn about your true hopes and dreams, for you, your family and your business – what they are today and what they might be tomorrow.
Once we’ve established a firm set of realistic lifetime goals, we’ll then set about identifying any gaps in your current arrangements and determining the best means of addressing them.
Your lifestyle financial plan follows, implemented to bring together the investments and savings, the protections and pensions, and anything else … to best support your lifestyle and lifetime aspirations. It’s all about you.
But it’s just the beginning. We’ll grow with you, as you, your family and your business grows. We’ll help you achieve your goals in any way we can. If we can’t help you with something directly, then we’ll always know someone who can.
And as your environment and circumstances change over time – and they always will - so too will we be ready with the most appropriate advice to keep things moving on track. We’re with you all the way.
To find out more about how we help our clients call Birdie Financial Services on 0117 456 4770 or email info@birdiefs.co.uk
Your lifestyle financial plan
As you’d expect from any professional adviser, Birdie Financial Services calls on the complete spectrum of high-performance financial products and investments. You’ll find a list below.
Rest assured, whichever we recommend we’ll be open and transparent with them all. And they’ll be hand-picked to help meet your own lifestyle requirements, enabling you to live the way you want to live, now and in the future.
Some Employee Benefits & Tax Planning are not regulated by the Financial Conduct Authority.
PROTECTION PLANNING
Critical Illness
Life Protection
Income Protection
Family Protection
Key Man Protection
Share Holder Protection
RETIREMENT PLANNING
When and ability to retire
Retirement Income
Tax Free Cash allowances and Drawdown
SAVINGS & INVESTMENTS PLANNING
ISA’s and Pensions
Investment Portfolios
EIS & VCT’s*
Property
BUSINESS PLANNING
Key Man Protection
Shareholder Protection
Key Person Protection
Employee Benefits**
Tax Planning
*Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
**Some Employee Benefits and Tax Planning are not regulated by the Financial Conduct Authority.