Birchwood Investment Management

Our Background

Established in 1982, Birchwood Investment Management provides truly independent financial planning tailored to both individuals and businesses. We have a proven track record of guiding clients through various financial challenges and achieving their financial goals. With a team of experienced professionals, we offer a holistic approach, encompassing every aspect of financial planning.

Our Expertise

We offer a comprehensive range of services across various financial disciplines including:

Individual Planning

• Investment Planning
• Pension Planning
• Estate Planning
• Protection Planning
• Mortgage Advice

Business Services

• Redundancy & Outplacement
• Employee Benefits Review
• Business Succession Planning
• Family Business Planning
• Tax & Compliance Consulting

Our Approach

We believe in open communication and collaboration throughout the planning process. Our dedicated team takes the time to understand your unique situation, goals, and anxieties to develop a bespoke plan that aligns with your needs. We use comprehensive assessments and utilize industry-leading tools to ensure the best possible outcome.

Our Values

Our core values underpin our client-centric approach:

• Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
• Independence: We offer unbiased advice, free from any conflicts of interest.
• Expertise: Our team comprises highly skilled and experienced professionals.
• Client Focus: We prioritize understanding your needs and delivering personalized solutions.
• Innovation: We continuously explore new avenues to enhance our services and provide better outcomes for our clients.

Why Choose Birchwood Investment Management?

Our clients trust us for:

• Experienced Guidance: We have 40 years of collective experience guiding individuals and businesses towards financial success.
• Personalized Service: We tailor our strategies to your unique financial situation and goals.
• Transparent Communication: We keep you informed and updated throughout the process.
• Client-Centric Approach: Your needs are our top priority.
• Independent Advice: We are not tied to any particular financial institutions or products.