"In the last 20 years our business has changed considerably…and as the focus of our business has changed, Bird Luckin have moved with us."
Alex Tanner, George Tanner (Shalford) Ltd

"Over the years, Bird Luckin have been instrumental in assisting our business development. They are pro-active and innovational, and have tailored their services to meet our needs"
Richard Stubbings, Cliffords Limited

"I can honestly say that Bird Luckin are the best firm of accountants and auditors I have ever dealt with - and I don't say that lightly!"
Colin Webb, Walthamstow Stadium

"It's important for us to know that we will always be able to contact the right people to give us the right advice and support."
Jane Bennett, Bennetts Funeral Directors

"Although we deal mainly with one Partner … we also know that if we need to contact someone else who is a specialist in another area, we can get the advice we need quickly and easily"
Jeremy Ruggles, J.S. Wright & Sons Ltd

"Bird Luckin got us to a stage which would have taken us months - if not years - to reach on our own, and they got us there in a matter of weeks"
Matthew Sullivan, SNC Ltd

"You can be a good accountant, but if you don't have an understanding of the industry it can be very difficult. "There are two or three people we have regular contact with at Bird Luckin who know our business well, and it makes a difference.""
Robert Church, W A Church (Bures) Ltd

"The work which Bird Luckin has done for Boddingtons over the past few months has helped shape our future direction for the better."
John Warner, Chief Executive, Boddingtons Ltd

Key Services

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Financial Services

Bird Luckin and Pantheon Financial Management - 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

Pensions Management

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 they 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 Management please visit www.pantheonfinancial.co.uk.

Pantheon Financial Management Ltd is authorised and regulated by the Financial Services Authority. A member of the Pantheon Financial Ltd group of companies.