Birchwood Investment Management Ltd

General information

Established in 1982, Birchwood Investment Management are experienced independent financial advisors whose service is based on high levels of professionalism and integrity.

As independent financial advisors we are able to provide completely tailored, impartial and independent financial advice, which will help you achieve both your short and long-term financial goals, as well as your life goals.

Our approach to providing our clients with the best financial advise begins with our team of experienced and knowledgeable financial advisors understanding your needs and requirements; enabling us to work on the development of a solution to fit with what you require.

The financial solutions we offer take into account both independent market-wide research and advice from our contacts; whilst the financial planning reports we prepare for our clients provide proactive and innovative suggestions to help you achieve your financial goals.

As independent financial advisors, whose team are professionally qualified, with experience in financial analysis, insurance and banking, we are able to offer a range of services, including:

• Planning for your Future
• Protecting your Family
• Wills and Trusts
• Mortgage Advice
• School Fees Planning
• Redundancy Counselling
• Investments – Including Discretionary Portfolio Management
• Preparing for Retirement / Retirement Planning
• State Benefits Advice
• Pension Planning
• Inheritance Tax Planning

Our sound independent advice can help everyone from the inexperienced investor through to the experienced – who can benefit from our detailed analysis – and we constantly monitor all aspects of the financial market, to ensure that we are always in a position to offer our clients the most up-to-date options.

So if you are looking for independent financial advice, from advisors who treat each client as an individual, whilst offering comprehensive solutions; look no further than the team at Birchwood Investment Management Ltd.