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Birchwood Investment Management Ltd
       
 
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Birchwood Investment Management Ltd
 
 
Mission statement: 

Professionalism and Integrity are at the heart of everything we do. To reinforce this concept all our advisors are paid salaries and receive no commission on business placed on behalf of clients.

The investment of capital, be it from inheritance, redundancy or retirement, is an important step for most people and can be confusing given the vast range of products and advice on offer. Sound independent advice from Birchwood can help the inexperienced investor through this maze whilst a more experienced person can benefit from our detailed analysis, which they would not necessarily have the time to conduct for themselves.

We constantly monitor all aspects of the personal finance market and use leading edge technology to ensure that we are always in a position to advise our clients on the most up to date options.
Overview: 

We prefer to provide advice after first meeting with you face to face, wherever possible, where we encourage open and friendly discussion in order to develop an appreciation of your current financial arrangements. Once we understand your aims and objectives we can work on the development of a solution to fit your needs. Solutions take into account independent market-wide research and advice from our contacts before we present you with a fully researched report.

Our reports are always proactive with innovative suggestions where appropriate. There is never any pressure and we encourage clients to challenge and question our advice at every stage.
History: 

Established in 1982 to provide a personal financial planning service based on high levels of professionalism and integrity, our approach aims to ensure that your financial planning needs are understood, researched and presented in a way that provides you with complete peace of mind.


 
 
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