Locally based, we specialise in providing high quality personal advice to clients in and around the Cairngorm National Park area on many aspects of wealth management including investment and pension planning, retirement planning, trustee investment planning and inheritance tax planning, advising clients of widely different financial resources and of all ages.
Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
Birchwood Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Birchwood Financial Planning
Cairngorms National Park