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 | Jul 25
Will the Covid investment surge continue and what are the risks?

As the country battled through a global pandemic in 2020, through several local and national lockdowns, our usual freedoms…

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News | Jul 16
Inflation could exceed 4% this year

Inflation is manifested almost daily and with the disruptions and near chaos of 18 months into a pandemic and EU separation,…

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Business News | Jul 9
Marriage – should you get financial advice?

As the media voraciously publishes Boris Johnson’s plan, that freedom is “not too far off”, and 16th August feels teasingly…

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Business News | Jul 2
Will the UK become a “hub for green finance”?

It appears that the City of London, according to Rishi Sunak, will be given a huge boost within the global financial stage…

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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.