Financial Services                    

Bird Luckin and Pantheon Financial Consulting - working together to provide comprehensive independent financial advice

The Pantheon Financial Ltd group is a national firm of independent financial advisers committed to providing a high quality, multi-disciplined service to both private and corporate clients. The team combine knowledge and skills to provide a bespoke service to those clients that require it. Pantheon Financial’s business model allows us to provide a diverse range of services to a variety of client profiles, tailoring service to meet specific requirements. Whilst our consultants are trained to advise in all aspects of financial planning we also have dedicated departments where specialist knowledge can be called upon where appropriate. We have an internal research capability to maintain our independent status and have successfully created a platform that enables clients to access wealth management services, executive benefit solutions and investment opportunities from the vast array of providers. 

Wealth Management and Protection for the Private Client

• Investment Planning
• Specialist Investment and Tax Sheltering Schemes
• Inheritance Tax Planning
• Wrap and Fund Platforms
• Retirement Planning
• Trusts and Tax Planning
• Personal Life Protection
• Residential/Commercial Mortgages

Corporate Client Services

• Stakeholder Pension Schemes
• Shareholder Protection
• Keyman Protection
• Share Option Schemes

Employee Benefit Services

• Employee and executive benefit strategies and programme development
• Wealth management for Directors and key personnel
• Retirement and redundancy counselling
• Financial Education Programmes
• Financial Counselling

Pantheon Pensions Management (PPM)

• This dedicated division offers a specialist service within the Pantheon Financial Group. Dealing with the more complex aspects of pensions and delivering high standards of service and advice. PPM design, review and update strategies to meet specific requirements and ensure value for money for both private and corporate clients.

For further information on Pantheon Financial Consulting please visit www.pantheongroup.co.uk. For further information or to discuss any of the above mentioned services please contact Jenny Cook on 0800 146870 or e-mail jennycook@bird-luckin.co.uk Pantheon Financial Consulting Ltd is authorised and regulated by the Financial Services Authority. A member of the Pantheon Financial Ltd group of companies.