Falco Wealth Management

Welcome to Falco Financial Planning, a trusted source of independent financial advice delivered with a friendly, straightforward style. Our company was established by Matthew Bird, a seasoned private investor with a genuine passion for the financial markets. Matthew's extensive experience and deep understanding of investing make him a valuable advisor, known for his refreshing honesty and acute insight.

Falco Financial Planning specializes in providing expert financial advice for individuals, corporations, and trusts. We offer tailored solutions to meet your unique needs and objectives, ensuring you make informed decisions for a secure financial future. We are based in Cowbridge, Vale of Glamorgan, Wales, and serve clients across the United Kingdom.

Our Services

At Falco Financial Planning, we provide a wide range of financial services, including:

1. *Personal Financial Advice*: We help individuals create and implement financial strategies that align with their personal goals and risk tolerance. Our services include retirement planning, investment management, tax planning, estate planning, and risk management.

2. *Corporate Financial Advice*: We offer specialized corporate financial services to help businesses meet their objectives. Our expertise includes employee benefits, pension schemes, business protection, and succession planning.

3. *Trusts*: Our holistic approach also extends to trusts, ensuring that they are effectively managed and used to fulfill their intended purposes. We guide trustees and beneficiaries in managing and distributing assets, as well as ensuring tax efficiency and compliance.

Why Choose Falco?

With our extensive financial knowledge and commitment to exceptional client service, you can count on Falco Financial Planning to provide:

• *Independent and objective advice*: We prioritize our clients' interests and never make recommendations based on vested interests or hidden charges. Our independent status allows us to access a broad range of products and services, ensuring solutions that are tailored to your specific needs.

• *Expertise in specialist pension advice*: Our team holds advanced pension qualifications and has a deep understanding of SIPP & SSAS-based schemes. We help you make informed decisions regarding your pension plans, ensuring long-term financial security.

• *Specialist Discretionary Fund Management (DFM) qualifications*: With our DFM qualifications, we are well-equipped to construct and manage model portfolios in-house. This expertise allows us to evaluate external Discretionary Fund Managers critically, offering clients well-diversified and optimized investment solutions.

• *A focus on clients with portfolios of 150,000 or more*: Though we primarily advise clients with portfolios valued at 150,000 or higher, we welcome opportunities to work with potential clients possessing smaller portfolios. Each case is assessed individually, ensuring the suitability of our services.

• *Chartered Financial Planner status*: Our Managing Director, Matthew Bird, has achieved Chartered Financial Planner status. This recognition certifies him as one of the top professionals in the UK financial planning sector, providing clients with an additional layer of credibility and confidence.

At Falco Financial Planning, we commit to providing friendly, insightful financial advice to help our clients achieve their financial goals. We welcome you to explore our website and contact us to learn more about the benefits of working with us.