Covid 19 – Not quite “business as usual”, but we’re doing our best!

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: and we’ll put you in touch with the right team. If you don’t have access to email, or if you have mislaid the contact details for your financial adviser, please contact us on:
0191 280 5050

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.

For the latest financial perspective regarding the Coronavirus pandemic, please click here to download the latest copy of the “Birchwood Money” magazine, which is packed with topical information and provides a clear message to concerned investors. 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.

We look forward to being of continued service to you.

Building a Financial Plan

Whilst daydreaming is a very good start to setting out your financial goals, unfortunately it won’t get you to where you want to be. To do that, you’ll need a very good support network around you, which should include an Independent Financial Adviser. A good one will help you to quantify your financial goals and help you to build a financial plan to achieve them. They'll then work closely with you to help make sure that your plan is achieved within the timeframes you set. That's likely to include some flexibility to help you cope with those unforeseen changes you’ll be likely to experience throughout your lifetime.

“A goal without a plan is just a wish.”

– Antoine du Saint Exupery

Birchwood IFA's Ltd Magazines and Guides

Our financial resources area has been designed to provide our clients with access to our personal finance magazines and financial guides which are full of informative and relevant financial news.


“Wisdom is not a product of schooling but of the lifelong attempt to acquire it.”

― Albert Einstein