Falcon Wealth Management

I recently left the corporate world after 20 years to set up my own accountancy firm, and one of the best decisions I made during that transition was working with Shiraz and the team at Falcon Wealth Management. Shiraz took the time to really understand my situation and helped me consolidate the six pensions I’d built up over my career—something that felt overwhelming before we sat down together. He then worked with me to forecast what I could realistically commit each month, giving me a clear and structured plan to help me reach my retirement goals. What stood out most was the personal approach. The advice wasn’t just about numbers—it was tailored to my wider circumstances, including my family situation, which made the whole process feel thoughtful and genuinely supportive. I’ve found Shiraz and the team to be knowledgeable, approachable, and professional throughout. I’d highly recommend Falcon Wealth Management to anyone looking for clear, practical financial guidance, especially during major life or career changes.

I have been a client of falcon wealth management for coming up to 4 years now and have zero complaints ! Shiraz and his team are very knowledgeable and have given me very savvy advice as to how to make decent investments to boost my savings. Shiraz, Erin and Jeny are always on hand to go through any queries I have no matter how big or small and explain things in a simple fashion never making me feel bamboozled . I couldn’t recommend them enough!

Highly recommend Falcon! I had several pensions scattered across previous jobs and honestly didn’t know the best way to deal with them. After speaking to Falcon Wealth Management, Shiraz and his team made the whole process straightforward and stress-free. Right from the get go they were incredibly patient, explained everything clearly, and gave advice that felt genuinely tailored to my situation rather than generic. They consolidated my pensions efficiently and, most importantly, my investments have grown since being under their management. The level of service, professionalism, and attention to detail has been excellent throughout. As mentioned I wouldn’t hesitate to recommend Falcon Wealth Management to anyone looking for clear, trustworthy financial advice. Thanks guys!

Shiraz sat down with me and showed me that my old workplace pensions were sat idle and not actively invested. He transferred the funds across and now they’re working for me towards my retirement goal