Birchwood Investment Management Limited
Reference number: 114617
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
Phone number
-
Address
8 Prospect Place, Welwyn, Hertfordshire, AL6 9EN, United Kingdom
In the full report: 3 background checks
- When birchwoodinvestment.com first appeared online, and whether it can receive email
- What kind of line 01438 840888 is
- Who else gives the postcode AL6 9EN
Other names (5)
If you were contacted under any of these names, it is this firm.
- Birchwood Financial Management Trading name: A name it trades under now.
- Stonewood Invest Trading name: A name it trades under now.
- MD Financial Services Former trading name: A name it used to trade under.
- Stonewood Financial Planning Welwyn Former trading name: A name it used to trade under.
- Truinvest Financial Planning Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 01785610 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 24 January 1984 (42 years old)
- Registered office
- 4500 Parkway Parkway, Fareham, Hampshire, PO15 7AZ, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel Robert Underwood | Director | May 1983 | 28 Nov 2025 | 33 other companies |
| Jason Edwards | Director | Mar 1974 | 28 Nov 2025 | 15 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 37
- closed down
- 10
- are FCA-registered
- 10
In the full report: all 37 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 10 on the FCA register, including one no longer authorised
- The 11 companies these 2 directors run together
- All 13 people who have ever been directors, with their dates
Key dates in its history
Birchwood Investment Management’s history from the FCA register and Companies House, newest first.
2025
28 November 2025
- Board replaced: all 4 directors left and 2 new directors took over
Companies House
2022
4 May 2022
- FCA imposed a requirement (May control but not hold client money)
FCA register
2016
6 April 2016
- Nlp Financial Management Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1994
26 September 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1984
24 January 1984
- Incorporated at Companies House
Companies House
In the full report: all 42 events
- All 42 events in its history (8 shown here)
- Every director appointment and resignation: 23
Firms connected to Birchwood Investment Management
Other FCA-listed firms that share a director, phone number or address with Birchwood Investment Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 11
- share a director
- 10
- share its postcode
- 1
In the full report: all 11 connected firms, named
- How each is linked: shared directors (10), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Birchwood Investment Management
Other firms of the same type (investment or fund manager), nearest first.
In the St Albans (AL) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Birchwood Investment Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 37 other companies its directors have run, named
- 3 background checks on its contact details
- All 42 events in its history
- 11 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Birchwood Investment Management Limited FCA authorised?
What is Birchwood Investment Management’s phone number and website?
Is Birchwood Investment Management a scam or clone?
Is my money safe with Birchwood Investment Management?
Who owns Birchwood Investment Management?
Who runs Birchwood Investment Management?
How long has Birchwood Investment Management been in business?
Does Birchwood Investment Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk