Client Testimonials

Jenny Marquis
October 2009

Jenny Marquis, a private client of Birchwood Investment Management, knew Trevor Simms from when he helped with projects at Focus, the organisation she worked for. The outplacement organisation visits companies to advise individuals on career change, and Trevor provided financial advice with respect to redundancy money. More

Trevor Dickson
September 2009

Trevor Dickson, a private client, was so impressed by Trevor Simms when he met him at a seminar that he immediately changed to Birchwood Investment Management. More

Raymond Ashman
August 2009

The ability to weather the ups and downs together is a factor that shouldn’t be underestimated in cultivating any long-term relationship, including the one between a client and their financial advisor, especially in the current economic climate. More

Alistair MacKenzie
April 2009

Like many people, it was as Alistair MacKenzie neared retirement that he began to look more closely at his finances, and how to maximise the income for him and his wife in the future. More

David Coates
March 2009

“Very useful” is how David Coates describes his relationship with Birchwood Investment Management since becoming a client of the company in April 2008. More

Alan Layzell
December 2008

“A positive experience:” that is how Alan Layzell describes working with Birchwood Investment Management. More

Stephen Welch
November 2008

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
October 2008

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
September 2008

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
June 2008

“When one door closes, another opens” is a saying that’s often quoted in connection with life-changing events. More