Kathryn Isherwood

Kathryn first approached the Birchwood Investment Management team in 2016, after having taken a redundancy package with outsourced services company Penna.

Her ex-employer recommended Birchwood in a professional capacity and Kathryn was immediately impressed as soon as she got in touch.

“They came across as incredibly honest and trustworthy from the outset, so I was very happy to begin undergoing regular talks with one of their professional advisers on a one-to-one basis,” she says.

For almost two years now, Kathryn has benefitted from the team’s ongoing financial planning services – and believes that Birchwood’s advice will come in particularly useful in the future as she heads into retirement and requires further tax-efficient financial advice.

“The adviser I work with is clearly a real expert in his field. He is friendly, trustworthy and has a true talent for putting complex financial strategies into clear-cut terminology that absolutely anyone can understand,” she says.

“I would highly recommend Birchwood to anyone looking for a trusted adviser who truly understands client needs and expectations.”