Birchwood Wealth Management Limited
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About Us
Bio
- Kam Chana
- Kitty Wen Cao
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 M&G Advice.
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!
Kitty Wen Cao is a qualified financial adviser holding a Diploma in Financial Planning (DipPFS).
Graduating with an Economics degree from the University of Cambridge, Kitty spent 18 successful years in the business and property sectors. Inspired by a desire to help people improve their financial wellbeing, she now advises others on building their financial security. Kitty offers expertise across all areas of financial planning, including retirement, investment, protection, and estate planning.
She takes great pride in recommending personalised investment solutions tailored to her clients' individual financial circumstances and goals. Quite simply, Kitty provides sound, personal, and expert advice to families and small businesses.
Outside of work, Kitty enjoys spending time with her family in the leafy suburbs of Surrey. She is a mother of two and an enthusiastic home renovation expert!
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