Silver Birches Financial Planning

Silver Birches Financial Planning A firm of financial planners, located in Parbold and Croston (Lancashire) and Haywards Heath (West Sussex).

We provide advice to both individuals and businesses throughout the UK. Approver Quilter Financial Services Limited March 2026

2025Another year of continued growth in 2025 at Silver Birches. Financial planning shouldn’t be a tick box exercise of s...
31/12/2025

2025

Another year of continued growth in 2025 at Silver Birches.

Financial planning shouldn’t be a tick box exercise of selling a product. Good planning should involve a holistic approach, tailored around client specific goals and objectives.

With every client in 2025 we have discussed Wills, Protection, Powers of Attorney and any potential IHT liability; especially with the changes to estate tax.

✅ 42% of new clients have become multi product clients: whether that be pensions, investments or protection.
✅ Successfully implemented an exit plan for a retiring adviser.
✅ Given our online presence a fresh look with a new website.
✅ Continued to build strong relationships with existing local professional partners.
✅ Our South Coast presence has doubled in growth in 2025, headed up by Steve.
✅ Hit 193% of 2025’s new business target.

Ive enjoyed the downtime with my family over Christmas, but looking forward to 2026, continuing to help people navigate their way to financial freedom.

⭐️

11/07/2025

Business Insurance

How many jobs have you had? 3? 5? More? Each one probably left you with a pension pot somewhere, gathering dust.You're n...
09/07/2025

How many jobs have you had? 3? 5? More? Each one probably left you with a pension pot somewhere, gathering dust.

You're not alone-millions have lost track of their retirement savings.

Why could this matter?
Multiple pensions = multiple fees, which eat into your savings.

Some old pensions are even sitting in underperforming funds.

Consolidating your pensions can simplify everything- fewer fees, clearer growth, and a strategy that works for YOU. But it's not as simple as moving them all into one place.

Some transfers come with hidden risks, and that's where we come in.

What we do:
-Track down your old pensions.
-Compare the benefits and risks.
-Help you move them (only if it's the right move for you).

You worked for that money-make sure it's working for you.

Let's get started.
Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk

YourMoneyWork

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Quilter Financial Planning Solutions Limited 2025.

Your business relies on your people not just your premises.But what if a co-founder, key employee or top salesperson cou...
07/07/2025

Your business relies on your people not just your premises.

But what if a co-founder, key employee or top salesperson couldn't work tomorrow due to illness or worse?

That's where Business Protection steps in.

It helps:
- Cover lost profits from losing key staff
- Fund recruitment or training replacements
- Keep your business stable in uncertain times

In short: It's not just about protecting what you own. It's about protecting who helps you grow.

If you'd struggle to operate without one or two key people - we should talk.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk



Quilter Financial Planning Solutions Limited 2025.

Break free and explore the benefits of pension switching.It's never too late to make a positive change for a more secure...
03/07/2025

Break free and explore the benefits of pension switching.

It's never too late to make a positive change for a more secure financial future.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk



The value of pensions and the income they produce can fall as well as rise. You may get back
less than you invested.

Quilter Financial Planning Solutions Limited 2025.

> When I earn more> When I'm older>When the market calms downSound familiar? You're not alone.Now imagine waiting 10 mor...
02/07/2025

> When I earn more
> When I'm older
>When the market calms down

Sound familiar? You're not alone.

Now imagine waiting 10 more years to get started... where would you be then?

The best time to invest? Yesterday
The next best time? Today.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk



The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Quilter Financial Planning Solutions Limited 2025.

You'd do well to keep it secure with an Income Protection Plan, if you're unsure where to start give us a call and we ca...
27/06/2025

You'd do well to keep it secure with an Income Protection Plan, if you're unsure where to start give us a call and we can help.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk

Protection

Quilter Financial Planning Solutions Limited 2025.

What we aim to ensure during a consultation:1. The customer understands the purpose of the meeting and expected outcomes...
24/06/2025

What we aim to ensure during a consultation:

1. The customer understands the purpose of the meeting and expected outcomes.

2. All parts of the financial planning journey.

3. The initial disclosure information including the level of advice being provided and costs
associated.

Give us a call and we can arrange a date to get started.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk



The value of investments and the income they produce can fall as well as rise. You may get
back less than you invested.

Quilter Financial Planning Solutions Limited 2025.

Behind every strong business is brainpower - and it's usually not written down.Think of your ops manager, lead engineer,...
19/06/2025

Behind every strong business is brainpower - and it's usually not written down.

Think of your ops manager, lead engineer, or partner- if they were suddenly unable to work, would the business take a hit?

Business protection ensures:
- You can access emergency funds if key staff fall seriously ill

-Shareholders or partners can buy out shares in the event of death

-Continuity is possible - without panic or poor decisions

Because while offices can be rebuilt, people can't be replaced overnight.

Let's make sure your business survives its worst day.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk




Quilter Financial Planning Solutions Limited 2025.

Consolidating them into one pot could help you save on fees and stay on top of your retirement savings.It's simpler, and...
16/06/2025

Consolidating them into one pot could help you save on fees and stay on top of your retirement savings.

It's simpler, and it could mean a bigger nest egg in the long run!

Contact us today for more information.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk



The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Quilter Financial Planning Solutions Limited 2025.

13/06/2025

Life's a wild ride!

Your team drives your business. But if a key person can't work due to illness or worse, could your business survive?Key ...
11/06/2025

Your team drives your business. But if a key person can't work due to illness or worse, could your business survive?

Key Person Insurance helps protect your company from the financial impact of losing someone vital.

Call us today - secure the future of your business, starting with the people who matter most.

Call: 07837 760122
Email: [email protected]
Website: www.silverbirchesfp.co.uk




Quilter Financial Planning Solutions Limited 2025.

Address

Willow Barn, Finney Lane, Croston
Leyland
PR269JQ

Opening Hours

Monday 8:30am - 9pm
Tuesday 8:30am - 9pm
Wednesday 8:30am - 9pm
Thursday 8:30am - 9pm
Friday 8:30am - 9pm

Telephone

+447837760122

Website

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