Client Testimonials

Stephen 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.
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David Hurley

David Hurley was introduced to Birchwood by an outplacement organisation, when he was made redundant in 1992.
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Arian Ketterer

Arian Ketterer has developed a successful working relationship with Birchwood since his retirement eight years ago.
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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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