Client Testimonials

Trevor Dickson

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.

“I had a private session with Trevor after the seminar,” explains Mr Dickson, “and found him practical and down to earth. I was very impressed with his logical approach and suggestions. My financial advisor at the time was not as professional and charged large fees, so I immediately changed to Birchwood.”

Birchwood manages his private pension portfolio, and advises him when to switch his investments, as well as providing general financial guidance.

“Trevor predicted the bottom of the stock market very accurately and advised me to switch back into shares. Now my portfolio is made up of 25 percent shares, with the rest in gilts and corporate bonds. I gained coming back into the market when I did, otherwise I would have missed the rises of the past few months.

“I also didn’t lose money staying out of the stock market previously – a decision that Trevor supported. While everyone else was losing money, my portfolio was making gains.”

Mr Dickson would recommend Birchwood, and has done so to an ex-colleague.

“They are very sensible and logical, and don’t try to pull the wool over my eyes. Birchwood are upfront, there is no hidden agenda – just very solid sound advice and reasonable fees.”
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