Response rating
9.1/10
FCA verified
19th February 2018

Annetts & Orchard

Independent Financial Adviser Annetts & Orchard, 31 Castle Street, Wiltshire, Salisbury, SP1 1TT
First meeting at adviser's own cost
We provide straight forward, plain talking, independent financial advice and have done for over 30 years. Honesty, integrity & simplicity.
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Paul Orchard
Partner
Tom Orchard
Charles Jordan
What our clients say
I have used Annetts & Orchard for the last five years during which time they assisted me with a first time mortgage and more recently a mortgage for my new house, as well as home insurance for both. House buying is extremely stressful however due to their expertise I felt that this was one less thing I needed to worry about. They found the best product for me and the whole process from start to finish was as seamless as possible. I would not hesitate in engaging their services again in the future.
J. McGlashan, Hampshire
I would like to thank you for helping me review my pension policies and for your honest advice of how I should reinvest my ISA when it reaches maturity. I thank you especially for helping to rearrange my Critical Illness and Life Assurance policy. You made a very sensitive subject a lot less painfull with your professionalism, friendliness and understanding of my changed circumstances. You also have a good sense of humour which helps as most of the things we had to sort through were quite heavy going for me.
D. Harris, Dorset
Where to find us
About us

We are Annetts & Orchard; a team of Independent Financial Advisers and Insurance Brokers based in Salisbury in Wiltshire.

For over 30 years, we have provided Independent financial advice that puts integrity, reliability and professionalism at the forefront.

We have two core values that sit at the heart of everything we do:

• Honesty
• Simplicity

These ensure that our solutions will be as complicated as necessary, but as straightforward as possible.

We are proud to be independent. Put simply, it means that we are not owned by any financial institution or life insurance firm. This ensures that we have total freedom, working directly for our clients, and offering them products and providers that truly match their needs.

Our values are who we are, and we strive to be as clear about everything; from the fees that we charge, down to the scope and scale of how we work with you. Being upfront from the start ensures that no costs are hidden, and you don’t encounter any unpleasant surprises at any point in the process.

We provide a refreshing, transparent way of working, giving our clients the chance to plan their future, whilst ensuring that the present is worry-free.

Our services

Getting started - we help young couples/families get started with their financial planning. Balancing immediate needs such as financial protection and savings, with longer term objectives requirement investments and pensions.

Mid-Way Checkup - starting to look towards retirement? wondering if you're doing enough? We can help make sense of it all.

Retirement Planning - if you're at retirement you've got some difficult decisions to make. How do you balance enjoying life now, while ensuring you don't run out of money? Which method of producing income should you choose? We can help. We build and help you maintain a retirement plan.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Annetts & Orchard is a trading name of Annetts & Orchard Insurance Brokers, authorised and regulated by the Financial Conduct Authority. Financial Services Register number 136445.

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