Birch Financial Services
Birch Financial Services
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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.

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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. 

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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.

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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.

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

Birch Financial Services

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Birch Financial Services Limited is an appointed representative of 2plan Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Birch Financial Services Limited is entered on the FCA register (www.fca.org.uk) under reference 802799. Registered Office: 21 Church Road, Parkstone, Poole, BH14 8UF.

Registered in England and Wales Number: 06669552

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