Annetts & Orchard Ltd

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 three core values that sit at the heart of everything we do:

• Integrity
• Transparency
• Clarity

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

Serious savers - 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.