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.

Loading Quotes...

Read our latest news

Latest Business News | Sep 13
Why helping your children financially can give them worse financial habits

The majority of parents want to be able to help their children financially, whether it is buying their first car or helping…

Read more »

Latest News | Aug 30
Thousands of pensioners owed refund due to DWP error

Over 200,000 pensioners – mostly women – are expected to receive letters from HM Revenue & Customs (HMRC) informing…

Read more »

Latest News | Aug 30
Time to join the cash ISA rush?

June saw a continued surge in the popularity of cash Individual Savings Accounts (ISAs) as savers deposited a staggering…

Read more »

Latest News | Aug 30
Are you financially prepared for life’s accidents?

It would be great if every one of us could live entirely risk and accident-free lives, alas that is not often the case, which…

Read more »

Subscribe

Sign-up to receive our updates by email

If you would like to see full details of our data practices please visit our Privacy Policy
and if you have any questions please email info@birchwoodinvestment.com.

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.