Business Details
8 Years
experience
Your Trusted Financial Advisers in Cowbridge
Falco Wealth Management was founded by Matthew Bird, a Chartered Financial Planner with extensive experience in private investing and financial markets. Our team combines deep market insight with Discretionary Fund Management qualifications to deliver tailored investment strategies. We specialize in pensions, trusts, and wealth management, serving clients across the UK with a commitment to transparency and personalized service.Our approach prioritizes client needs over 500,000 portfolios, though we consider smaller cases individually. Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while explaining complex financial concepts in accessible language.
Services
Personal Financial Advice
Corporate Financial Advice
Trusts
Pension Planning
Investment Management
Details
- Year established: 2018
Highlights and features
- We offer Chartered Financial Planner expertise with personalized investment strategies
- Our Discretionary Fund Management qualifications enable advanced portfolio construction
- No hidden fees or vested interests in investment recommendations
- Client-centric approach with risk profiling and plain-English explanations
- Proven track record managing portfolios exceeding 500,000
Associations and certifications
- Financial Conduct Authority
What people say
Refreshingly honest approach
Acute market insight
Clear explanations
Portfolio outperformance
No hidden charges
Services
Personal Financial Advice
Tailored financial strategies for individual investors focusing on long-term wealth growth and retirement planning. We analyze personal circumstances, risk tolerance, and financial goals to create customized investment solutions. Our approach combines market expertise with transparent communication to help clients make informed decisions about pensions, ISAs, and tax-efficient investments.
Corporate Financial Advice
Specialized financial guidance for business owners addressing succession planning, tax optimization, and corporate investment strategies. We help entrepreneurs align company financials with personal objectives while navigating complex regulatory requirements. Our services include pension scheme advice and risk management solutions tailored to business-specific needs and growth aspirations.
Trusts
Expert advice on establishing and managing trusts for wealth preservation and inheritance tax planning. We help clients structure trusts to meet specific family needs while complying with evolving tax regulations. Our approach balances legal requirements with long-term wealth transfer objectives to protect assets for future generations.
Pension Planning
Comprehensive pension strategies including SIPP and SSAS schemes for optimizing retirement savings. We evaluate current provisions, project future needs, and implement tax-efficient solutions. Our expertise covers pension consolidation, drawdown strategies, and lifetime allowance management to ensure financial security during retirement years.
Investment Management
Active portfolio management across eight risk-graded model portfolios combining active and passive funds. We construct diversified investments balancing equities, bonds, and alternative assets based on client risk profiles. Regular performance reviews ensure alignment with financial goals while maintaining cost-effectiveness and market responsiveness.
People
Matthew Bird
Managing Director
Chartered Financial Planner with extensive private investment experience. Combines market expertise with personalized service to create tailored financial solutions for clients across the UK.
Questions
What financial services do you specialize in?
We specialize in personal and corporate financial planning, pensions, trusts, investment management, and tax-efficient strategies tailored to individual risk profiles.
What is your minimum investment requirement?
We typically work with portfolios exceeding £500,000, though we consider smaller cases individually based on complexity and client needs.
How do you ensure unbiased advice?
As Independent Financial Advisers, we receive no incentives for specific products. Our recommendations are based solely on client objectives and market analysis.
What qualifications does your team hold?
Our team includes Chartered Financial Planners and Discretionary Fund Management qualified professionals regulated by the Financial Conduct Authority.
How do you assess investment risk?
We conduct comprehensive risk profiling to determine appropriate strategies, balancing potential returns with client comfort levels across market conditions.
