Orchard Wealth
Helping you manage your wealth and achieve your financial goals.

Services.

MANAGING YOUR WEALTH

Savings & Investments
Portfolio Planning
ISAs
OEIC & Unit Trusts
Structured Products

RETIREMENT ADVICE AND PENSION PLANNING

Personal Pensions
Stakeholder Pensions
SIPP & SASS
Group Pensions
Executive Pension Planning
Drawdown
Annuities

TAX EFFICIENT STRATEGIES

Inheritance Tax Planning
Capital Gains Tax
Income Tax Planning
Tax Efficient Investments
General Tax Advice

PROTECTING YOU AND YOUR FAMILY

Critical Illness
Income protection
Life Assurance
Whole of Life
Mortgage Protection

FINANCIAL PLANNING FOR YOUR BUSINESS

Business Protection
Shareholder Protection
Partnership Protection
Employee Benefits
Corporate Investment Services
Business Development Loans
Strategic Director Planning

The FCA do not regulate advice and services in respect of IHT planning, will writing and established trusts and certain forms of Mortgage & Commercial Finance.

Presentations.

Available for presentations and seminars.

01. Corporate Events (including CPD seminars)

02. Charitable Events.

03. Community/Club Events.

About.

Orchard Wealth Limited is fully independent and are able to provide advice on products across the whole of the market which enhances the service offered. We specialise in advising high net worth clients covering areas such as investments, pension planning, lending, protection and inheritance tax planning. We can also help you review existing plans to ensure they are still suitable and are helping you achieve your financial goals.

Nicola Orchard, Director of Orchard Wealth Limited, strongly believes in offering a professional yet personal service, building long term relationships based on trust, professionalism and expertise. Meeting you face to face and taking the time to truly understand your priorities and aspirations. We will review your circumstances on a regular basis to adjust plans if and when required.

Nicola Orchard
Director of Orchard Wealth Ltd

Reviews.

Read what others have to say about me.

“Nicola put me at ease straight away! She took the time to build up a rapport with me and explained everything in plain English, so I was in no doubt about my options. Nicola was a pleasure to talk to, but also very knowledgeable and I trusted her advice.” Chris

“I wanted a complete change in my investment management but thought this would be complex and expensive at my age (93) Nicola however has made it so simple, that I have done it. Time will tell how my investments will perform, but so far all has gone without a hitch.” Lance

“Although I’m an accountant and fairly familiar with financial planning Nicola brought expertise I didn’t have on pension options and investment management.” Graham

READ MORE REVIEWS

“I wanted a complete change in my investment management but thought this would be complex and expensive at my age (93) Nicola however has made it so simple, that I have done it. Time will tell how my investments will perform, but so far all has gone without a hitch.” Lance

“I had sold my house and was looking for advice re where to invest some of the money. Nicola explained all areas of where I could invest and carefully chose a plan for my investment. Investing is new to me and I found that at the present time Nicola answered all my questions and went through all the possibilities which fitted my situation.” Barbara

“We are moving to London and using our current property to invest. As well as Nicola being extremely personable and friendly she also worked through the different options we had considered and suggested a few other ways of benefiting from our money. What impressed me was that Nicola didn’t just give big picture answers but took care and attention to look at the details and each possibility. Great service!” Ben

“We were having our 4th child and realised we needed to safeguard their futures by taking life insurance. She explained all the different options for life insurance cover, made it all easy to understand. Nicola gave advice based on what we had told her and didn’t try to persuade us either way. Good cover for a good price. We feel we have definitely got the best cover available.” Kirsty

“Heading towards auto enrolment I was keen to see the options regarding my own personal pension. Nicola provided sound financial advice having reviewed our personal finances and the proceeded to set up a suitable pension. My pension is now in place with behind the scenes monitoring from Nicola at relevant intervals.” Isaac

“Nicola helped me make the right choices with my pensions. Nicola reviewed my situation giving me a set of options which suited my situation. We have done what we set out to achieve.” Neil

“I required advice on creating an investment portfolio. Nicola investigated and then explained the financial options available, then made appropriate recommendations.” Tony

“In addition to being very professional, Nicola is a very nice person with a good personality who I feel I can talk to without feeling overwhelmed by jargon. She’s able to explain things in a low key way that helps my understanding.” Linda

Contact.

Request a callback today for a no obligation discussion.

Tel: 07891258471

Email: nicolaorchard@visionifp.co.uk

The information collected on this form will be used to contact you regarding this enquiry. Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please visit our data protection policy & privacy statement.

Orchard Wealth Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conducts Authority (FCA)Read more