During this period of lockdown, in order to safeguard our staff we have asked them to work from home, using secure connections to our main hub. As such, we are unable to deliver our normal levels of service. If you need to communicate with our office at this time, please email us at: enquiries@birchwood-ifa.co.uk and we'll put you in touch with the right team.
Please accept our apology for this interrupted service at the present time. We will of course update these messages on our website as soon as we are able to announce any change. We would also encourage you to telephone your usual financial adviser. We appreciate that these are indeed troubling times with many unknowns, but our investment advice stays the same as always, never crystallise paper losses.
Wherever possible, you should stay invested to benefit from the recovery because a recovery will come. You will have seen first-hand that governments around the world are doing everything in their power to help support businesses and their staff.
Please accept our apology for this interrupted service at the present time. We will of course update these messages on our website as soon as we are able to announce any change. We would also encourage you to telephone your usual financial adviser. We appreciate that these are indeed troubling times with many unknowns, but our investment advice stays the same as always, never crystallise paper losses.
Wherever possible, you should stay invested to benefit from the recovery because a recovery will come. You will have seen first-hand that governments around the world are doing everything in their power to help support businesses and their staff.
Services
We are a firm of independent financial advisers based in Newcaste upon Tyne, specialising in the management of savings, investment and pension portfolios.
We also arrange mortgages and life assurance and also advise on equity release products.
Birchwood Independent Financial Advisers Limited have been helping clients navigate complex financial markets since 1999, and from those early days our business has evolved considerably, primarily through client recommendations.
We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.
We also arrange mortgages and life assurance and also advise on equity release products.
Birchwood Independent Financial Advisers Limited have been helping clients navigate complex financial markets since 1999, and from those early days our business has evolved considerably, primarily through client recommendations.
We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations - this is the process we follow.
We will arrange a convenient time and place to meet with you.
We'll probably require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
We may need to see certain documents, such as life assurance, mortgage, pension, savings, investments or bank statements.
This meeting also provides an opportunity for you to outline the issues that you'd like to discuss.
We will arrange a convenient time and place to meet with you.
We'll probably require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
We may need to see certain documents, such as life assurance, mortgage, pension, savings, investments or bank statements.
This meeting also provides an opportunity for you to outline the issues that you'd like to discuss.
At the outset, Birchwood Independent Financial Advisers Limited will arrange a preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives.
At this meeting we also discuss how we are paid for our services should you instruct us to proceed.
There's a saying that goes, 'People don't plan to fail, but they do fail to plan.' Setting lifetime goals is all about starting with the end in mind - thinking about the outcomes you are hoping for.
If you are clear about what you want to achieve, it will help you make the right decisions.
At this meeting we also discuss how we are paid for our services should you instruct us to proceed.
There's a saying that goes, 'People don't plan to fail, but they do fail to plan.' Setting lifetime goals is all about starting with the end in mind - thinking about the outcomes you are hoping for.
If you are clear about what you want to achieve, it will help you make the right decisions.
Good customer service should be fundamental to any organisation.
We like to pride ourselves on our service and more importantly the manner in which we deliver it.
Here are a few comments from our clients.
We find David very easy to talk to and he takes time to explain the complicated investments (to us anyway) so' we can understand.
We have always been very satisfied with the advice given and with the friendly, efficient service.
Brilliant service from John, who breaks down the jargon into understandable terms and makes finding a mortgage easy.
We like to pride ourselves on our service and more importantly the manner in which we deliver it.
Here are a few comments from our clients.
We find David very easy to talk to and he takes time to explain the complicated investments (to us anyway) so' we can understand.
We have always been very satisfied with the advice given and with the friendly, efficient service.
Brilliant service from John, who breaks down the jargon into understandable terms and makes finding a mortgage easy.
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