Birch Financial Services
Birch Financial Services
  • Home
  • Financial planning
  • Mortgage advice
  • Insuring yourself
  • Insuring your home
  • Meet the team
  • Contact us

Financial advice - Mortgages - Insurance

Welcome to Birch Financial Services

Welcome to Birch Financial ServicesWelcome to Birch Financial ServicesWelcome to Birch Financial Services
Get in Touch

Financial advice - Mortgages - Insurance

Welcome to Birch Financial Services

Welcome to Birch Financial ServicesWelcome to Birch Financial ServicesWelcome to Birch Financial Services
Get in Touch

Services

Woman sitting at home, thinking about her financial goals.

Financial planning

Financial planning

Financial planning

Financial planning is a smart way to keep your finances in order whatever your circumstances.

Learn more
A mortgage adviser talking to a couple about their options.

Mortgage advice

Financial planning

Financial planning

When looking for the right mortgage, it is extremely important to take a holistic approach. 

Learn more
A young family with a Insurance broker. They are signing forms regarding their insurance.

Insuring yourself

Insuring your home

Insuring your home

Life insurance not only provides financial protection in the event of your death but offers a whole host of additional benefits.

Learn more
Home decor, nice looking sofa and internal decor.

Insuring your home

Insuring your home

Insuring your home

Our partners at Summers & Co Insurance can help you with the cover you need and the factors that make a good insurance quote a brilliant one.

Learn more

Contact Us

Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Birch Financial Services

Drop us a line!

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel
Person holding notepad.

Subscribe

Copyright © 2024 Birch Financial Services - All Rights Reserved.


Birch Financial Services is a trading name of 2plan Wealth Management Ltd. 2plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

  • Regulatory information
  • Privacy Policy
  • Best Execution Policy
  • Client Classification
  • Conflicts of Interest
  • Making a complaint
  • PCA + MPA

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept