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. Each key member of the team is professionally qualified in their particular specialty, with experience in financial analysis, insurance and banking.

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About Us Report

Birchwood was established in 1982 to provide a personal financial planning service based on the highest levels of professionalism and integrity. In that time, we have helped thousands of people to make informed choices about their financial future and to start moving forward. We are totally independent of any financial institutions, so you have the reassurance of knowing that our advice is based solely on what is right for your personal circumstances and approach to investment risk.Because we are authorised and regulated by the Financial Conduct Authority, as an Independent Financial Adviser (IFA), you can also be sure that we comply with challenging standards in looking after your interests.

Our Staff Report

You are likely to deal with the following members of staff during your relationship with Birchwood, however this is the "tip of the iceberg" and 90% of the work we will do for you, which you don't see, is conducted by support staff behind the scenes.

Our Mission and Values Report

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 realised and then manage the assets effectively, to ensure their goals are attained. Professionalism and Integrity are at the heart of everything we do.

Client Testimonials Report

Recent data released this month has shown that inheritance tax bills have soared to an average of 200,000 and once again highlighting the North-South divide within the UK. Unsurprisingly if you live. Kathryn first approached the Birchwood Investment Management team in 2016, after having taken a redundancy package with outsourced services company Penna.

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