Neil Bird

Reference number: 840199

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Appointed representative

Neil Bird does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Neil Bird (FRN 840199) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Neil Bird's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Neil Bird, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When birdiefs.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 456 4770 is
  • Who else gives the postcode BS8 3BY
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Birdie Financial Services Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Neil Bird’s history from the FCA register and Companies House, newest first.

2019

12 April 2019

  • Became an appointed representative
  • Began trading as "Birdie Financial Services"

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Neil Bird

Other firms of the same type (financial adviser), nearest first.

In Bristol

Aisa Retirement Planning LLPBristolAppointed representativeAlma Vale Wealth Management LimitedBristolAppointed representativeAndow Ellis LimitedBristolAppointed representativeAndrew LawrenceBristolAppointed representativeAndrew Paul ZbijowskiBristolAppointed representativeAnn ReederBristolAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Neil Bird

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 2 events in its history

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Frequently asked questions about this firm

Is Neil Bird FCA authorised?
Neil Bird (FRN 840199) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Neil Bird?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Neil Bird (FRN 840199) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Neil Bird's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Neil Bird, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Neil Bird’s phone number and website?
The FCA register lists the phone number 0117 456 4770 and the website birdiefs.co.uk for Neil Bird. If you were given different contact details, use these to check with the firm before going any further.
Is Neil Bird a scam or clone?
Neil Bird is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Neil Bird?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Neil Bird's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Neil Bird use any other names?
It trades as Birdie Financial Services.

Sources and links

The full report on Neil Bird

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