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

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The British ISA – What does it offer to savers?

Jeremy Hunt unveiled a novel British Individual Savings Account (ISA) in his spring Budget statement that aims to invigorate…

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Business News | Mar 28
Could inflation hit 2% by April – Latest forecasts suggest further falls ahead

In a promising development for the UK economy, analysts from Bloomberg Economics and the National Institute for Economic…

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Business News | Mar 28
Your pension and the Spring Budget

The Chancellor, Jeremy Hunt, has outlined a series of pension reforms and initiatives aimed at bolstering investment in the…

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Business News | Mar 6
Spring Budget Summary 2024

The latest Budget was an important speech for the Chancellor, Jeremy Hunt, and his Government, as he laid out key measures…

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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.