To agree a strategy by which clients can manage their financial resources to achieve their desired lifestyle, identify the tools by which their objectives can be achieved and then manage their resources effectively.
Professionalism and Integrity are at the heart of everything we do. To reinforce this concept all our advisors are paid salaries and receive no commission on business placed on behalf of clients.
The investment of capital, be it from inheritance, redundancy or retirement, is an important step for most people and can be confusing given the vast range of products and advice on offer. Sound independent advice from Birchwood can help the inexperienced investor through this maze whilst a more experienced person can benefit from our detailed analysis, which they would not necessarily have the time to conduct for themselves.
We constantly monitor all aspects of the personal finance market and use leading edge technology to ensure that we are always in a position to advise our clients on the most up to date options.
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.
Whilst being large enough to provide a comprehensive solution, we are also committed to remaining small enough to ensure that all our clients are treated as individuals. It is important as well to also understand the limits of our own expertise and we have therefore developed strong links with other professional contacts, committed to the same high levels of service that we set for ourselves, to provide legal or tax planning advice where these services are appropriate to meet client needs.