Helping to fulfill your dreams
As your lifestyle financial planners we’re motivated by just one thing: the way you want to live your life. We’re here to help you fulfill your hopes and dreams. We’re not fee-driven, not guided by commissions on financial products and investments. Never.
Great relationships are absolutely everything to us. We want you to see us as a trusted confidant, someone who really understands your lifestyle goals, what you want for yourself, your family and business. Then we put a lifestyle financial plan in place to make things happen your way.
And we’re always looking at that bigger picture, taking a genuine interest in what you want from life as a whole and helping in whatever way we can. Through Birdie’s trusted network of personal contacts we’ll always find you the right kind of help, when you need it.
We share the same outlook as you, we have a real zest for life and the vitality for living it. We too like having fun. We love people, we love businesses, and we simply love the thrill of helping our clients achieve their lifestyle goals.
We’re Birdie Financial Services. Call 0117 456 4770 or email info@birdiefs.co.uk
Talk to us
There’s a range of ways to get in touch with us. We’re happy to arrange face-to-face meetings, video call or normal telephone conversations to discuss your financial future.
Meet our team
PRINCIPAL
Neil Bird
Neil is the Founder and Principal Adviser at Birdie Financial Services (Birdie FS), and is a respected financial expert with a strong reputation in advising businesses and business owners across various sectors, including recruitment, construction, development, and FMCG. Birdie FS are recognised as one of the leading firms within the Quilter network, and Neil has built his business through steady growth driven by referrals and trusted professional relationships. He is well-known within Bristol’s business community and is the go-to adviser for financial planning.
Leading a dedicated team of advisers and support staff, Neil provides clients with tailored financial strategies aligned with both personal and business goals. His approach is rooted in trust, clarity, and delivering results.
Through his vast knowledge and empathy, Neil has had the pleasure to work in collaboration with valued clients, both individuals and businesses.
Education
DipPFS, Cert CII(MP)
CONTACT
Direct: 0117 456 4770
Mobile: 07824 567 937
Email: neil@birdiefs.co.uk
CAREER
Lifestyle Financial Planner – Positive Solutions
Commercial Financial Planning Manager – HSBC
Financial Planning Manager – Barclays
Chef – Royal Air Forces Association
Financial Planning Adviser
Paul Gardiner
With over two decades in financial services, Paul Gardiner is a knowledgeable Financial Planning Adviser dedicated to helping individuals and business owners achieve financial clarity and confidence.
Paul takes the time to learn about his clients’ lifestyle goals, family priorities, and business aspirations to create bespoke plans that reflect their unique values. He believes that trust and understanding are the foundation of great financial planning.
Education
Diploma Member of the Personal Finance Society
Certificate Member of the Chartered Insurance Institute
CONTACT
Mobile: 07385 473537
Email: paul@birdiefs.co.uk
Areas of Expertise
Protection Planning
Savings & Investment Planning
Business Planning
Retirement Planning
Inheritance Tax Mitigation & Estate Planning
Cash-flow Modelling for Financial Clarity
Support team
We operate on traditional values and a genuine client centric approach which ensures enriched client relationships and collaboration. Our professional team allows planners frequent client meetings and an exceptionally personal and professional service.