Friendly and insightful
financial advice

Falco Financial Planning was set up by Matthew Bird, who was an active private investor for many years before qualifying as a Chartered Financial Planner. 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 including advice relating to SIPP & SSAS based 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 Financial Planning Ltd advises clients with portfolios of £150,000.00 or more, we do however consider accepting potential clients with smaller portfolios which are assessed on an individual basis.