Bird Stewart Financial Services

Independent Financial Adviser  The Old Surgery,, Airdrie, ML6 6BN
First meeting at adviser's own cost
We take the confusion out of complicated Pension & Investment planning and provide transparency with clear and concise guidance and advice. All of our advisers are diploma qualified and completely independent, so we work for you not the provider.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Ms Gillian Irvine
Mrs Gillian Irvine
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Since Bird Stewart Financial Services was established, our aim has been to offer the very best in Independent financial advice and service, with our clients being at the centre of everything we do.

We have continued to grow and run our day to day business with the same ethos of offering clear and effective Financial Advice consistent with positive client outcomes.

Our exceptionally high level of client loyalty has been a major source of pride for us over the years.

Our services

Investments
Pension and Retirement Planning
Life and Protection Insurance
Business Protection
Long Term Care
Mortgages

Where to find us
Head office address: The Old Surgery,, 22 Broomknoll Street, Airdrie, ML6 6BN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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