Birchwood Wealth Management Limited

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About Us

Our Company

Bio

Kam Chana is an experienced Financial Adviser with 17 years in the financial industry and a Diploma in Financial Planning. 

After four successful years as a financial adviser with Prudential Financial Planning, Kam was delighted to establish her own financial advice business,  Birchwood Wealth Management Limited, as part of The Advice Partnership from Prudential. 

Kam has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Kam takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Kam provides sound, personal and expert advice. 

In her spare time, Kam enjoys keeping fit, socialising with friends and long walks with her husband, two children and dog, Pablo!

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

Mrs Kam Chana, has been my adviser for as long as I have been with Prudential. She has always been professional, courteous, helpful and very knowledgeable about anything relating to the Prudential products. I trust the advice that she has given to me.  Mrs Chana is contactable via email or mobile and always comes back to you and makes you feel comfortable with any questions you may ask. She always explains if you have not fully understood the product and always puts a date in her diary ready for your next meeting.  Thank you for all your help and advice going forward for the future.

March 2021

Kam took time and care to understand our financial objectives. She carried out a thorough and enlightening review enabling us to make informed decisions.

We have the utmost confidence in both Kam and highly recommend her.

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Birchwood Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.