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.

 

COVID-19 Statement – updated 24th March 2020

Following the Government’s message last night, our team are now all working from home.  We would like to reassure all our clients that we are still fully operational and have all the technology needed to continue to manage portfolios and can arrange client meetings online.  Our investment committee have a video conference every morning to ensure that any required action can be taken to limit downside risk and to position your portfolio to capitalise on the recovery when it comes. As the office is temporarily closed, although post is being redirected, please send post to Birchwood Investment AT, PO Box 1038, Horsham, RH12 9UQ  or contact your financial adviser directly.   We would like to thank you for your support and understanding at this time and hope you are all safe and well.

 

 

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.

Loading Quotes...

Read our latest news

Business News | Mar 30
The end of the tax year approaches

The deadline of midnight on 5th April is looming, when your tax free ISA allowance will end for 2019/20.  In the midst of…

Read more »

Business News | Mar 27
Coronavirus update – 26th March 2019

Here’s the latest update from our investment team on recent developments.

Business News | Mar 26
An alternative to equity release

Equity release has become a popular option for those approaching or already in retirement to free up money from the home…

Read more »

Business News | Mar 26
NS&I interest rates to be cut

From May, interest rates on premium bonds and savings accounts from Treasury-backed savings organisation NS&I will be…

Read more »

Subscribe

Sign-up to receive our updates by email

If you would like to see full details of our data practices please visit our Privacy Policy
and if you have any questions please email info@birchwoodinvestment.com.

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.