The best for you, your family and your business

As a discerning high net worth individual, you want more than just good, solid, financial advice. Yes, you care about wealth creation, protecting it and planning for retirement, but achieving your own particular combination of lifestyle goals is your ultimate interest.

You have a very clear view on work-life balance and you certainly do want the best of things for you, your family and your business. You don’t though want to be bogged down in the nitty-gritty detail of financial products and investments. They just need to work for you.

Your priorities in life, what you hold most dear, the ways you want to spend your life, you want them all mirrored in your financial planning. You want a trusted personal adviser who really understands you and your lifestyle, and always puts them first.

For you, there’s Birdie Financial Services.  Call 0117 456 4770 or email info@birdiefs.co.uk

Meet some of our clients

“Neil is the ultimate professional”

You would not fly away on holiday without a qualified and trained pilot, so in the same way why go on a financial investment journey without qualified guidance. For this purpose, in April 2016 we found our financial ‘pilot’ when we met Neil Bird for the first time.

Neil is the ‘Ultimate Professional’ who throughout our association has proved to be highly reliable, very respectful, tactful, unflappable, unbiased, extremely well-qualified and ‘walks the talk’ of his profession. We certainly feel that our financial well-being is in very safe hands, we feel valued as clients and totally involved in all aspects of the ‘journey’.

Mr & Mrs. J, South Gloucestershire

“Neil and his team are excellent.”

I have been working with Neil and Birdie Financial Services for many years. Neil and his team are excellent. Neil is informed, efficient and always on hand to answer any questions or to talk things through. I look forward to continue working with Birdie Financial Services in the future.

Mr. A, Bristol

“Neil put my family and me first”

Neil has been my financial adviser since 2014 when a friend recommended him to me. From the first time I met Neil, I could sense that he had a genuine and sincere caring for his clients. Neil put my family and me first and helped me achieve a balance between living life for today and planning for the future. He has been thoughtful, creative and knowledgable throughout and is always there when I need his help fo guidance. Like so many of us, I have a very full work and home life. Knowing that I have an advisor whom I can trust completely to act in my best interests is phenomenal. Thank you to Neil and the team at Birdie FS for all your help.

Mr. H, Bristol

“Neil always has time for our queries”

Neil and his team have supported both my private and business requirements for the last 15 years. He is very approachable and has always given sound advice and guidance. We have been able to discuss solutions with him as our financial situations have altered over the years, and always come away knowing that he will deal with our requests quickly and efficiently. He always has time for our queries, no matter how small, and we have full confidence in his abilities to deliver a solution that works for us in our current situation.

Local Limited Company, Bristol

“I’m in the best financial position so far”

I have and will continue to recommend Neil Bird at Birdie Financial at every opportunity. I am a long term customer of Neil. From my own personal experiences, I have recommended friends, family and my own customers on many occasions.  Neil provides all of my financials planning that includes my pension, life Insurance’s ‘ healthcare and investments. 

A very professional experience on every occasion. With proactive regular meetings full of explanation and knowledge that gives me great peace of mind for the future of me and my children. 

As a Mum of two young children our financial stability for the future is paramount. I also know from meeting with Neil for regular financial reviews that our future is equally as important to him. The time he takes to understand me and my family is very comforting and I know that Neil’s advice is specific to me and my family. In the last 3 years my direction had changed 2-3 times yet today I am in the best financial position so far. 

Neil is always available for any of my queries or changes and very prompt in a response. I enjoy our reviews which is normally face to face and sometimes by phone. His advice provides a number of possibilities and choices that allows me to decide on what steps to take next. I feel very informed with regular updates about my polices.  I know that our meetings are as important to Neil as they are to me and as a result of that I know his advice is given based on the valuable time spent at our meetings. Every review is positive and always of financial gain to me for my future.

Ms. B, Sole Trader, Bristol

“Birdie Financial Services are very efficient”

I have used Neil and the team at Birdie Financial Services for a number of years. They are very efficient. I’m extremely confident that they always provide me with the best information and services I need personally and for my business. I would highly recommended.

Limited Company, Bristol