We have a dedicated team of Independent Financial Advisers with a wide range of specialities. We are confident that whatever your requirements, we can offer you tailored advice. Based in Henley-on-Thames, Marlow, Maidenhead, Slough, Reading, London and Windsor, our advisers will also travel to visit clients if desired. Do you have a vulnerable child you'd like to provide for, parents that need care or want to provide for your long-term care?
I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person! She fits right into the Orchard ethos - approachable and empathetic as well as financially skilled - and I can see why she's working with you - well done for finding her. Your (Steve Hedges) knowledge of the financial market is exemplary and savings that you helped us make way offset the charges incurred.
We both felt at ease and were confident that your advice would be beneficial to us.
I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person! She fits right into the Orchard ethos - approachable and empathetic as well as financially skilled - and I can see why she's working with you - well done for finding her. Your (Steve Hedges) knowledge of the financial market is exemplary and savings that you helped us make way offset the charges incurred.
We both felt at ease and were confident that your advice would be beneficial to us.
Services
Controlling a Region of some 325 individual advisers at the time for a large financial services company in the early 1990s, he resigned from his position in 1994 to create Orchard House (IFAs) Ltd, as he was convinced that only a truly independent firm could offer appropriate advice to individuals.
His belief in the fair treatment of customers has been a dominant culture in the company ever since.
Julian specialises in investment advice, for people of any age that have received an inheritance, or for individuals on or around their retirement years.
His belief in the fair treatment of customers has been a dominant culture in the company ever since.
Julian specialises in investment advice, for people of any age that have received an inheritance, or for individuals on or around their retirement years.
As independent advisers, our only obligation is towards you, our client.
No investment or insurance provider can contract us to promote their products over somebody else's.
All the advice you receive from us is designed to be the best we can provide for your situation.
Some other types of advisers, such as the "tied agents" you'll find on the high street like banks and insurance companies, have obligations towards one or more providers.
As such, their advice is restricted.
We believe that it's important to ask your adviser if they are independent (offering "whole of market solutions" to use the jargon).
No investment or insurance provider can contract us to promote their products over somebody else's.
All the advice you receive from us is designed to be the best we can provide for your situation.
Some other types of advisers, such as the "tied agents" you'll find on the high street like banks and insurance companies, have obligations towards one or more providers.
As such, their advice is restricted.
We believe that it's important to ask your adviser if they are independent (offering "whole of market solutions" to use the jargon).
In addition to advising private individuals, we are experts on financial planning and employee benefits for companies and corporations of all sizes.
Solid planning, with multiple eventualities considered, has you covered no matter what happens, and our keen eye on the market will ensure that our advice to you is always up to date and responsive to any major shifts or events.
Additionally, securing good benefits for your employees helps you attract and retain talent and keep morale high, leading to higher productivity in the long-term.
Solid planning, with multiple eventualities considered, has you covered no matter what happens, and our keen eye on the market will ensure that our advice to you is always up to date and responsive to any major shifts or events.
Additionally, securing good benefits for your employees helps you attract and retain talent and keep morale high, leading to higher productivity in the long-term.
It's surprising how complicated it can be just to manage your finances.
It's usually businesses that are seen as having to deal with long words and red tape, but the rest of us are not spared it either, unfortunately.
We can advise you on a great deal of investment and savings opportunities that make sense for how much you're looking to invest, your lifestyle and your personal appetite for risk.
Whenever you put your money into something, there's always the chance that you could get back less rather than more.
It's usually businesses that are seen as having to deal with long words and red tape, but the rest of us are not spared it either, unfortunately.
We can advise you on a great deal of investment and savings opportunities that make sense for how much you're looking to invest, your lifestyle and your personal appetite for risk.
Whenever you put your money into something, there's always the chance that you could get back less rather than more.
We all have times in our lives where we become vulnerable.
This vulnerability can be short-term or long-term.
We are committed to meeting the needs of all our vulnerable clients by providing them with additional assistance as needed.
It can be tricky for those with physical disabilities or language barriers to access financial services.
But in our opinion, that is something that we strive to help our clients with.
All our services are bespoke to each client.
We do not automate our processes and your needs as an individual are always taken into account throughout our communications.
This vulnerability can be short-term or long-term.
We are committed to meeting the needs of all our vulnerable clients by providing them with additional assistance as needed.
It can be tricky for those with physical disabilities or language barriers to access financial services.
But in our opinion, that is something that we strive to help our clients with.
All our services are bespoke to each client.
We do not automate our processes and your needs as an individual are always taken into account throughout our communications.
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