UNDERSTANDING

Your Overall Position

We believe it is crucially important to understand our client’s overall wealth position and we take the time to carefully structure appropriate recommendations that take account of your financial framework, looking at all sides of your financial position from cash and investments to mortgage debt and other financial obligations.

Flexible Personalised Approach

Each and every one of our clients is different, they built their wealth in various ways and they all have different and unique requirements for managing their wealth. We therefore have a strong focus to provide individual and personalised advice and recommendations which we tailor towards the specific needs of each of our clients. Risk profiles vary enormously and we aim to provide flexible alternatives for investment whilst helping our clients structure for retirement purposes as well as to protect their wealth.

BEST OF BREED

Recommendations

Having built up long term relationships with many of the world’s pre-eminent investment houses’ Birchwood Advisors prides itself on delivering tailored outcomes which redefine the definition of excellence in wealth management. Through our timely analysis and navigation of the global investment markets we bring our high net worth individuals, families and institutional investors the very best opportunities available for investment.

Staying the Course

Your Birchwood Advisors advisor attaches great importance to understanding your precise needs and long-term wealth management goals and draws upon the collective expertise of our firm and their colleagues to provide flexible and objective recommendations whilst recognising the need for immediacy in implementation.