Financial Education in the Workplace

We are as comfortable delivering one to one sessions with senior executives as we are
running our range of modular workshops.

Welcome to Birchwood Investment Management

Offering truly independent advice, our financial planning expertise and experience spans the needs of both personal and corporate clients – both of whom we have been advising since 1982.

Specialising in redundancy and outplacement, our independent advisers and support staff offer a bespoke, individually tailored service to each of our clients.

We pride ourselves on the highest quality of advice, which incorporates comprehensive appraisals of your current and future financial requirements.

All advice provided by Birchwood is offered on a discretionary management basis.


Clear, personalised advice from experienced professionals

Each key member of the team is professionally qualified in their particular specialty, with experience in financial analysis, insurance and banking. This broad skill approach means that we can offer a wide range of knowledge for every client circumstance.

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Read our latest news

Business News | Sep 20
A new campaign launches to encourage us not to hoard our cash

The UK watchdog the FCA (Financial Conduct Authority) has recently launched a new campaign to encourage people who are holding…

Read more »

Business News | Sep 13
National Insurance – is this the start of the pandemic payback?

National Insurance (NI) is 110 years old and currently making headline news.  William Martin-Smith was the first gentleman…

Read more »

Business News | Sep 5
Staycations: here to stay?

Staycation – it’s such a loaded word, or maybe words as its technically speaking a portmanteau combining unsurprisingly…

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Business News | Aug 26
Equity release becomes increasingly popular for those reaching retirement

Around 12 per cent of UK homeowners are considering equity release as a means to supplement their retirement income, according…

Read more »


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Get In Touch

Contact us to find out more on how we can help you

Birchwood Investment Management Ltd,
8 Prospect Place, Welwyn, Hertfordshire, AL6 9EN

01438 840888 *

* Please note calls to and from the above number are recorded for training purposes.