About Orchard Wealth Ltd

Helping you manage your wealth and achieve your financial goals.
I strongly believe in offering a professional yet personal service, building long term relationships based on trust, professionalism and expertise. I prefer to meet clients face to face and take the time to truly understand their priorities and aspirations. I will meet clients on a regular basis to adapt plans to meet changing circumstances if desired.I am fully independent and can advise on products across the whole of the market which enhances the service offer. I specialise in advising high net worth clients covering areas such as investments, pension planning, lending, protection and inheritance tax planning. I can also help you review existing plans to ensure they are still suitable and are helping you achieve your financial goals. Orchard Wealth Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA does not regulate Inheritance Tax Planning. Firm reference number 487395. This can be verified by visiting The Financial Services Register. Registered in England and Wales. Registration number 6650476.
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