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 | Nov 29
Are interest rates likely now to rise?

With the recent surge in Coronavirus cases and the threat of yet another new virulent variant, how likely is it that interest…

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Business News | Nov 28
The often-overlooked benefits of life insurance

Most investors and savers are encouraged to protect their wealth and their family with life insurance. Despite this, it is…

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Business News | Nov 28
Half of mortgages will not be paid off by a borrower’s 65th birthday

The steps you can take to clear down your home loan. According to new figures, one in every two mortgages will not be paid…

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Business News | Nov 22
Cryptocurrency enters the Cashback markets

Cryptocurrencies are starting to become even more mainstream thanks to a new partnership between several UK retailers and…

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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.