We will help you navigate through to a sound financial plan

Financial Education in the Workplace

We are as comfortable delivering one to one sessions with senior executives as we are running our range of modular workshops.

Welcome to Birchwood Investment Management

Offering truly independent advice, our financial planning expertise and experience spans the needs of both personal and corporate clients – both of whom we have been advising since 1982.

Specialising in redundancy and outplacement, our independent advisers and support staff offer a bespoke, individually tailored service to each of our clients.

We pride ourselves on the highest quality of advice, which incorporates comprehensive appraisals of your current and future financial requirements.

All advice provided by Birchwood is offered on a discretionary management basis.

Clear, personalised advice from experienced professionals

Each key member of the team is professionally qualified in their particular specialty, with experience in financial analysis, insurance and banking. This broad skill approach means that we can offer a wide range of knowledge for every client circumstance.

“

I would recommend Birchwood without hesitation. I like their approach, their sensitivity and knowing I can trust them.

”

Nicholas Lock

“

Although I’ve only been with Birchwood for just over a year now, I would happily recommend them to others. The whole team are very helpful.

”

Douglas Goodwin

“

Trevor explained that by investing in a certain way, I could take an income and retain most of the capital. That was an attractive prospect and certainly got my attention.

”

Martin Brady

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Get In Touch

Contact us to find out more on how we can help you

Birchwood Investment Management Ltd, 8 Prospect Place, Welwyn, Hertfordshire, AL6 9EN

01438 840888 *

info@birchwoodinvestment.com

* Please note calls to and from the above number are recorded for training purposes.