Friendly and insightful
Welcome to Falco Financial Planning. We provide independent financial advice with a friendly, straightforward style.
Falco Financial Planning Limited was set up by Matthew Bird, who was an active private investor for many years before qualifying as an IFA. He has a genuine passion for and deep insight into investing. Clients find his approach refreshingly honest and appreciate his acute insight into financial markets and investment options.
Falco offers specialist pensions advice with the necessary credentials to handle Defined Benefit occupational schemes.
In addition, the Falco team has Discretionary Fund Management (DFM) qualifications which means it is primed to offer Model Portfolio Construction and well placed to evaluate external Discretionary Fund Managers.
Falco’s Managing Director Matthew Bird has Chartered Financial Planner status, which means that he is amongst the best in the UK in his field and clients can be reassured by this additional layer of credibility.
The benefit of using an Independent Financial Advisor is that there are no vested interests and no hidden charges. There is no advantage to your IFA in recommending any particular investment to you over another; all advice is based on an objective assessment of what is best for your particular circumstances.
One of our clients says: “Since I became a client of Falco, the performance of my pension portfolio has far outstripped my expectations. I’ve also been impressed by how clearly they explain things and how clued up they are on the intricacies of financial matters. It’s a huge a weight off my mind that they are taking care of my investments for me”.
At Falco Financial Planning we are committed to your wealth, invested in your future and motivated by the success of your portfolio. For independent, unbiased, intelligent financial advice tailored to your individual needs and your attitude towards risk rather than ours, contact us for a no obligation conversation today.