Working with Birchwood brings you many benefits. We understand that your reputation and the results you achieve are crucial to your ongoing success, which means that your partner organisations must work to the same high professional standards as you do yourself.

Your partner organisations must also deliver cost-effective solutions which add real value to what you do.

That’s what you’ll find at Birchwood.

When you work with us, we’ll provide services and support to make your life easier. Our highly qualified team are specialists in their field, so you can be sure your clients will receive expert and knowledgeable advice. We’re flexible too and will tailor the content and format of our advice sessions to every type of audience.

At Birchwood, we are happy to provide our advice sessions entirely over the internet, on a one-to-one basis, or both – depending on your organisation’s personal preference.

Our team are as comfortable delivering one-to-one sessions with senior executives as we are running workshops that provide delegates with a down-to-earth guide to the complexities of the benefits system – as well as savings and investment options – which is something very few other independent financial advisers can offer.

We also understand that there are times when you have to move quickly, and we will accommodate our partner organisations with as much resource as possible. In fact, we have even been known to carry out workshops in days, or even hours’ notice!

You can also be sure of our complete impartiality. The feedback we receive from our clients tells us people really appreciate that we don’t subject them to high pressure sales techniques. What we do deliver is clear, practical information to help them make the right choices.

That’s why trust and confidence are words often mentioned when our clients talk about us, and why we enjoy long-term relationships with them.

We’re professionally regulated too: the quality of our services and standards are authorised and regulated by the Financial Conduct Authority (FCA) as an independent financial adviser (IFA), and we are totally independent of any financial institution.

But don’t just take our word for it. We’ve been working with some of our outplacement company clients for many years and we’ve asked them to explain why. Please click the logos below to read what our outplacement clients say about us.



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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.