Who we are

Enhancing our clients' wealth

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.

Our qualified independent advisers cover the whole financial services market. Whether you're seeking to build an investment portfolio or to create a tax-efficient retirement strategy, we have the expertise on-hand to provide the solutions and alternatives.

Impartial advice of the highest quality

Our well-trained and knowledgeable staff, coupled with state-of-the-art research and technology, enables us to meet all of your financial needs, whether they be personal or corporate, helping you to achieve your objectives in the most cost-effective way. Impartiality is critical because there are literally thousands of different options available in the marketplace, and you want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to your individual needs. In other words, recommendations that are totally in your best interests – not someone else's.

“Planning is bringing the future into the present so that you can do something about it NOW.”

― Alan Lakein