Client Testimonials

Jenny Marquis

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.

"I felt he gave good information and advice," says Mrs Marquis, "so I thought it was a good idea to place my finances with Birchwood."

The independent financial advisers manage her pension portfolio, and regularly send related information through the post.

"My investment is very small, but Birchwood check it for me and it is in a good place. I feel very secure that Birchwood are not going to rip me off. Sometimes if you get financial advice from banks, they only recommend their products, so you don't get the best deal.

"I would definitely recommend Birchwood, and always do if people say they are not sure what to do. I have known them for a long time, and they have always been very good - I feel they always do their best for clients.

"Birchwood are very approachable, speak in language I understand and look at your overall situation."
          Quick Response - Need an Answer?
 
Full Name: Contact via:
Telephone: Best Time to Call:
Email: Interested in: