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 | Oct 22
How will the Government’s net zero plan affect the UK tax payer?

The Government have finally revealed its plans to significantly reduce emissions by 2035, with the view of becoming a “zero…

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Business News | Oct 15
Could cryptocurrency cause a 2008 style crash?

A number of media publications have this week suggested that the growth this year of Bitcoin, and its rival Ethereum, could…

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Business News | Oct 8
How would you define “Good Money”?

This week has been “Good Money” week https://www.goodmoneyweek.com/ which started in 2005 as the previously termed National…

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Business News | Sep 29
Beware of rising house prices increasing Inheritance Tax liability

While rising property values may seem like good news, as prices go through the roof it could land you with a hefty Inheritance…

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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.