Birchwood Investment Management

Birchwood Investment Management provides independent financial advice to personal and corporate clients. Established in 1982, they offer various financial planning services, including redundancy and outplacement support.
  • Auto-enrolment
  • Estate Planning
  • Mortgage Advice
  • Pension Planning
  • Investment Planning
  • Protection Planning
  • School Fees Planning
  • Redundancy Counselling
  • Financial Education in the Workplace
Size
Small
Phone
01438 840888
Website
birchwoodinvestment.com
Email
Available in Endole App
Locations
8 Prospect Pl, AL6 9EN
01438840888
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Jones & Co
Jones & Co is an independent financial advisory firm that offers a range of financial planning services, including lifestyle financial planning, mortgage advice, and investment solutions.
Company Details
Birchwood Investment Management is operated by Birchwood Investment Management Limited and is a Active company incorporated on 24 January 1984 with the registered office located in Welwyn, Hertfordshire. Birchwood Investment Management Limited was registered 41 years ago.
Status
Active
Size
Small
Directors
5
Age
41 years old
Employees
22
Turnover
£2.22M
Total Assets
£1.08M
Cash in Bank
£730.24K
Total Liabilities
-£334.51K
Sean Patterson
Director • South African • Lives in Malta • Born in Jun 1972
Peter Robert Simms
Director • Financial Adviser • British • Lives in UK • Born in Jun 1981
Sarah Joanna Lord
Director • British • Lives in England • Born in Feb 1977
Mr Adam Simon Katten
Director • Financial Adviser • British • Lives in England • Born in Aug 1965
Mr Nicholas John Matthews
Director • Chartered Accountant (Sa) • South African • Lives in Guernsey • Born in Mar 1972
NLP Financial Management Limited
PSC
More information on Birchwood Investment Management Limited
Teams
All
10
Finance
8
Management
6
Peter S
Managing Director • Joined Feb 2021
Wendy Johnstone
Portfolio Administrator
Clancey Straughn
Senior Financial Services Administrator • Joined Jan 2024
Elena Kale McIm
Marketing Consultant • Joined Nov 2017
Anthony Southall
Independent Financial Advisor • Joined Dec 2016
Amanda Wilkes
Bookkeeper • Joined Aug 2015
Charlie Ferry
Independent Financial Advisor • Joined Sep 2019
Mark Searle
Senior Paraplanner • Joined Nov 2021
Adam Walker
IFA • Joined Mar 2006
Lewis Kingdon Dippfs Cert Cii (FS)
Paraplanner • Joined Apr 2022
Wendy Johnstone
Portfolio Administrator
Clancey Straughn
Senior Financial Services Administrator • Joined Jan 2024
Anthony Southall
Independent Financial Advisor • Joined Dec 2016
Amanda Wilkes
Bookkeeper • Joined Aug 2015
Charlie Ferry
Independent Financial Advisor • Joined Sep 2019
Mark Searle
Senior Paraplanner • Joined Nov 2021
Adam Walker
IFA • Joined Mar 2006
Lewis Kingdon Dippfs Cert Cii (FS)
Paraplanner • Joined Apr 2022
Peter S
Managing Director • Joined Feb 2021
Elena Kale McIm
Marketing Consultant • Joined Nov 2017
Anthony Southall
Independent Financial Advisor • Joined Dec 2016
Charlie Ferry
Independent Financial Advisor • Joined Sep 2019
Mark Searle
Senior Paraplanner • Joined Nov 2021
Lewis Kingdon Dippfs Cert Cii (FS)
Paraplanner • Joined Apr 2022