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

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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Business News | Aug 31
Income protection: The overlooked lifeline in financial planning

One of the most frequently overlooked aspects of financial planning is income protection insurance. While it is easy to focus…

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Business News | Aug 31
Are you one of the many savers missing out on millions of pounds of unclaimed pension tax relief?

In the last five years, an incredible £1.3 billion of pension tax relief has gone unclaimed in the UK – with higher and…

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News | Aug 16
Time to take Action! Rising interest rates are costing people thousands.

Safeguard your Mortgage with a quick review. The cost of living crisis is still in full swing with inflation still high,…

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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.