Trevor Simms

Client Relationship Ambassador

Trevor Simms founded Birchwood Investment Management Limited in 1982. His holistic approach to investment planning, and wide experience in working with many different types of portfolios for individuals and corporates, mean clients benefit immediately from sound and considered advice at all stages of their financial planning.

Recognised within the financial planning industry as an expert in his field, and a regular speaker at company functions and conferences, Trevor’s relaxed approach strips away much of the jargon and hype to make the important issues of investment planning understandable to a wide range of audiences. He has a particular interest in developing well-constructed investment portfolios within pension schemes or trusts designed to reduce inheritance tax

His goal is to provide a professional financial planning and investment management service to all clients, whether they are employees, business owners or those wishing to maximise their retirement income. Over the past 30 years Trevor has built a like-minded team of professionals at Birchwood Investment Management, who are committed to providing a high quality analysis and knowledge-based service to their clients.