Birchwood Wealth

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Planning for your retirement can be a daunting prospect whether it is 12 months or 20 years away. Improved health care a...
27/04/2022

Planning for your retirement can be a daunting prospect whether it is 12 months or 20 years away.

Improved health care and longer life expectancy mean an individual’s retirement can last over 20 years.

Our financial planners are on hand to guide you through the complexities of retirement planning in order to provide you with peace of mind and the confidence that your retirement is both enjoyable and affordable.

Speak to our team to find out how we can help.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

There’s no question that it’s essential to have an emergency fund, accessible at short notice, covering at least 3 to 6 ...
25/04/2022

There’s no question that it’s essential to have an emergency fund, accessible at short notice, covering at least 3 to 6 months’ expenses.

But once you’ve got this sorted, it’s wise to shift your focus to the longer-term.

Holding too much cash because you’re feeling uneasy about what the immediate future holds is a recipe for opportunity cost.

That’s because the interest you can earn on that cash is – certainly at the moment – next to non-existent.

Indeed, as the cost of living rises, it’ll actually be worth less down the line than it is today – in terms of real spending power.

For more information or advice, please speak to our team.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

⭐️⭐️⭐️⭐️⭐️"Currently using the team at Birchwood to help me track down pensions from previous employment.The results so ...
22/04/2022

⭐️⭐️⭐️⭐️⭐️

"Currently using the team at Birchwood to help me track down pensions from previous employment.

The results so far have been beyond expectation and the overall service has been excellent.

Would highly recommend."

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

Equity Release is growing in popularity across the United Kingdom. It can give you a tax free lump sum of money, or a st...
19/04/2022

Equity Release is growing in popularity across the United Kingdom. It can give you a tax free lump sum of money, or a steady regular income in your retirement. But it is not something to be entered into without careful consideration.

THE MAIN BENEFITS TO EQUITY RELEASE INCLUDE:

A tax free lump sum or steady regular income
A reduction in inheritance tax payable from your estate
You can live in the property until you die
Equity Release may be the financial solution you need.

If you’d like to find out more, contact our team for an informal chat.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

Pensions are a smart ingredient to use when it comes to planning for your financial future.Keen to learn more?Speak to o...
13/04/2022

Pensions are a smart ingredient to use when it comes to planning for your financial future.

Keen to learn more?

Speak to our team.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

We understand that talking about money and finances is personal. So, it’s reassuring to know that there’s someone on han...
11/04/2022

We understand that talking about money and finances is personal.

So, it’s reassuring to know that there’s someone on hand who can help you address your needs, understand your goals and help you realise your dreams.

Start a conversation with our team today.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

You now have more control over how you access your retirement savings than ever before.It can be overwhelming with so mu...
08/04/2022

You now have more control over how you access your retirement savings than ever before.

It can be overwhelming with so much choice on offer, but don’t think you have to make all the decisions on day one.

You now have the freedom and choice to plan the second half of your life according to your goals and the specific circumstances you face.

Speak to our team to learn more about planning your retirement and pension access.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

When you’re ready to invest. It won’t just be in a financial product... it’ll be in the people that work with you to loo...
06/04/2022

When you’re ready to invest. It won’t just be in a financial product... it’ll be in the people that work with you to look after your interests.

Choose the right people.

Choose Birchwood Wealth.

Get in touch today.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

Birchwood Wealth will account for every last penny of your finances to ensure you make the most of savings.Find solution...
04/04/2022

Birchwood Wealth will account for every last penny of your finances to ensure you make the most of savings.

Find solutions that work.

Get in touch today.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

Working out how much Inheritance Tax might be payable on your estate is complicated – and getting it wrong could be cost...
30/03/2022

Working out how much Inheritance Tax might be payable on your estate is complicated – and getting it wrong could be costly for your loved ones.

Our team are here to help.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

When you’re ready to invest. It won’t just be in a financial product... it’ll be in the people that work with you to loo...
25/03/2022

When you’re ready to invest. It won’t just be in a financial product... it’ll be in the people that work with you to look after your interests.

Choose the right people.
Choose Birchwood Wealth.

Get in touch today.

www.birchwoodwealth.org
📧[email protected]
☎️0800 999 2666

Address

Suite 21, Atrium Business Centre
Coatbridge
ML54EF

Telephone

+448009992666

Website

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