Pensions Review and Retirement Planning

‘What do you want your retirement to look like?’

It’s important to plan ahead for your retirement especially with the many, many changes to pensions in the last few years.

When did you last review frozen or dormant pensions from previous employers?

At Bird Stewart, we provide a review of existing pension arrangements to match your goals and aspirations for retirement plus guidance on generating income in retirement. There is understandably a lot to think about when it comes to planning your retirement. More than most google searches will tell you that is for sure. Should you be paying into a private pension? Are you saving enough each month? Which investments are going to produce the best rewards with the minimum risk?
Because the value of a pension can go up and down, there is also the risk that you are going to get back less than you have put in.

At Bird Stewart we can talk you through everything you need to know and what to think about when it comes to retirement planning. And it all starts with the simple question ‘What do you want your retirement to look like?’. We do not push particular packages or plans. We listen to what you want and then advise you on the best steps to get there.

How we can help

Since Bird Stewart Financial Services was established in 2012, our aim has always been to offer the very best in Independent financial advice and service. Not just for out local clients in Airdrie but for all those looking for expert financial advise with our clients being at the centre of everything we do – nationwide!

Our team are just a phone call away and happy to answer any questions you may have. Interested? Get in touch

Enquiries

Speak to the Bird Stewart team to find out how we can help you with all aspects of financial planning

0141 231 1196

Request call back to speak to one of our financial advisers

Request a call back

make an appointment to chat to one of our financial advisers

Book an appointment

Expertise & Experience

Through solid, respectful relationships with our customers we have always prided ourselves on offering quality advice rather than focus on selling particular packages. With decades of experience throughout our office, we have thrived through growth, quality advice and a dynamic yet friendly team who put face to face interaction and client communication above all else. It is why we are happy to frequently travel far and wide across the UK to meet our clients - because sometimes a phone call will simply not do.

Proven Track Record

Alasdair

I have been delighted with the returns that I have received from my investment and would definitely recommend bird stewart financial advisers to anyone who is considering investing.

Alasdair from Menstrie

Andrew

Bird Stewarts help was invaluable when I set up my own company and his knowledge of the various tax advantages and reliefs in owning my own company saved corporation and personal tax.

Andrew from Brighton

George

Very happy with the Inheritance tax advice that I have been given over the last few years, which has help save thousands of pounds in tax for my family.

George from Airdrie

Gordon

I have used Bird Stewart to set up a Group Pension scheme and was surprised how quick and easy he made the whole process.

Gordon from Glasgow

Daniel

I would have no hesitation in recommending Niall and his team at Bird Stewart Financial Services for any Investment or pension advice.

Daniel from Glasgow

Book an initial consultation

With specialists in Mortgages, Pensions and Financial Investments, we will ensure that you speak to the best person in the Bird Stewart team to handle your specific needs. An initial consultation is simply a first step to find out more about what you are looking for while helping to explain how we can deliver the best service and experience tailored for you. Whether you prefer to discuss things on the phone, in person or over a zoom call, all it takes is that first step...

Contact Us

T: 0141 231 1196
E: E: enquiries@birdstewart.co.uk

Registered Office Bird Stewart Financial Services Ltd
22 Broomknoll Street, Airdrie, ML6 6BN.

Registered in Scotland no. SC433805

About Us

Legal Information

Authorised and regulated by the Financial Conduct Authority No. 592052

Bird Stewart Financial Services Ltd is entered on the Financial Services Register (Ref: 592052) https://register.fca.org.uk/ . The Financial Conduct Authority does not regulate Estate Planning and some forms of buy-to-let mortgages.