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 29
Could you be the target of a financial scam? UK savers have lost more than £17bn

Recent research from Canada Life has highlighted a concerning rise in financial scams affecting UK residents. According to…

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Business News | Sep 29
The importance of saving early for a pension: Why younger generations aren’t doing enough

Analysis of the Financial Conduct Authority’s (FCA) Financial Lives Survey has revealed a significant trust and engagement…

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Latest Business News | Sep 29
Half of the UK fears inadequate savings for retirement – Especially homeowners

It is hard to deny that the cost-of-living crisis and rising interest rates are having a substantial impact on households,…

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News | Aug 31
Passive vs Active – How your approach to investing could determine your success

Investing in financial markets is often perceived as a sophisticated process, involving a myriad of strategies and choices….

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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.