Client TestimonialsStephen Welch When life throws challenges at us, it’s often our friends we turn
to. In Stephen Welch’s case, when he was made redundant from his
job as a local government office in 1998 it was a friend who directed
him to Birchwood Investment Management, which led to a relationship that
is still going strong. More
Josephine Vaughan Josephine Vaughan cheerfully admits to knowing nothing about stocks
and shares, but when it comes to money matters, she certainly knows what
she does want: the ability to help her family financially and investment
advisers who treat her as an individual. That’s exactly what she’s
found with Birchwood Investment Management. More
Bernice and William Nicholas Bernice and William Nicholas are enjoying an active and enjoyable retirement,
with a little help from Birchwood Investment Management Ltd. More
Antony Lacey and Linda Hencher “When one door closes, another opens” is a saying that’s
often quoted in connection with life-changing events. More
Malcolm Hall When Malcolm Hall was made redundant from his managerial role at the
Prudential in 1995, it was a shocking blow. More
Brian Frost Brian Frost and his wife Margaret have had a long relationship with
Birchwood Investment Management Ltd. Birchwood has looked after their
investments for 15 years and in that time the Frosts have not only seen
their money grow: they have also enjoyed watching Birchwood develop into
a highly successful business. More
Roger Froome When we think ahead to retirement, a comfortable lifestyle and having
more time to spare for the things we enjoy doing are likely to be top
priorities. More
Wally Zarkow Early retirement is something many of us dream about. For Wally Zarkow,
that dream has come true – and he loves every minute of his new-found
freedom. More
David Yeend David Yeend began his career in computing more than
three decades ago and has seen at first hand the dramatic shift from
the days when computers were still something of a novelty to a time when
no business or home is complete without one. More
Rob Taylor Up until a couple of years ago, Rob Taylor had given
little thought to financial advice or investments: “I’d
never had enough money!” he says. More
Geoff Wright Since Geoff Wright took early retirement just
over three years ago, he hasn’t looked back. He and his wife have
travelled extensively and as well as cruising they also make regular
visits to Paris to visit their daughter and two grandchildren. More
David Nurse When David Nurse was offered the chance to take early
retirement from multi-national food giant HJ Heinz in 1990, he wanted
to make the best use of the sizeable financial package that was coming
his way after 33 years with the company. More
Judith Abbs “A knowledgeable friend whose opinion I trust” – that’s
how Judith Abbs sees her relationship with Birchwood
Investment Management. More
Bernard Cook Bernard Cook’s relationship with Birchwood Investment Management
Ltd began when he was made redundant from his job over 15 years ago.
In order to better prepare employees for their impending redundancy,
Bernard’s prior employer decided to bring in Trevor Simms from
Birchwood Investment to provide solid, professional financial advice
on how to make the most of their redundancy packages. More
Mr Andrews Mr Andrews is a long-standing customer of Birchwood. He explains, “I was first introduced to Birchwood in 1990 when I was made redundant from my job. They have looked after my finances ever since and I would definitely recommend them. I can’t fault their professionalism - they have always helped and advised me well. I am very satisfied with Birchwood and have recommended them to others in the past.”
Mr D Crichton Mr D Crichton of Buckinghamshire has been happy with Birchwood since first appointing them more than ten years ago. He said, “I met with Trevor Simms and found the service offered by Birchwood appealing. What appeals to me is the facility to buy unit trusts or combination investments in foreign markets alongside my UK portfolio. Birchwood respond positively to new requests, and are accommodating and flexible. I feel that they are continually trying to improve and innovate, and always take my feedback on board.”
Alan Greenwood Alan Greenwood has been a client of
Birchwood for over six years, in which time he has received personal
financial planning advice.
David Hurley David Hurley was introduced to Birchwood
by an outplacement organisation, when he was made redundant in 1992.
Arian Ketterer Arian Ketterer has developed a successful working relationship
with Birchwood since his retirement eight years ago.
Mr Brown Mr Brown has been using the services of Birchwood Investment Management
Ltd since his retirement over 10 years ago. |
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