Established in 1982, Birchwood Investment Management are experienced independent financial advisors whose service is based on high levels of professionalism & integrity. As independent financial advisors we provide completely tailored, impartial & independent financial advice, which will help you achieve both your financial goals. Our approach to providing our clients with the best financial advise begins with our team of experienced & knowledgeable financial advisors understanding your needs & 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 independent market-wide research & advice from our contacts; whilst the financial planning reports we prepare for clients provide proactive & innovative suggestions to help you achieve your financial goals. As independent financial advisors, we are able to offer a range of services, including: • Planning for your Future • Investments – Including Discretionary Portfolio Management • Preparing for Retirement / Retirement Planning • Pension Planning • Inheritance Tax Planning • Wills & Trusts • Mortgage Advice • Redundancy Counselling Our sound independent advice can help everyone from the inexperienced investor through to the experienced – who can benefit from our detailed analysis – & 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.
View Top Employees from Birchwood Investment Management LtdWebsite | http://www.birchwoodinvestment.com/ |
Revenue | $15.7 million |
Employees | 15 (15 on RocketReach) |
Founded | 1982 |
Phone | +44 1438 840888 |
Technologies |
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Industry | Financial Services, Finance General, Other Financial Services, Finance |
Competitors | Aspen Wealth Management, BG Financial Planning, HSC Wealth Advisors, Wood Financial Group, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Birchwood Investment Management Ltd employee's phone or email?
The Birchwood Investment Management Ltd annual revenue was $15.7 million in 2024.
Trevor Simms is the Founder of Birchwood Investment Management Ltd.
15 people are employed at Birchwood Investment Management Ltd.
The NAICS codes for Birchwood Investment Management Ltd are [52, 52399, 523, 5239].
The SIC codes for Birchwood Investment Management Ltd are [62, 628].