CeRER - Certificate in Regulated Equity Release (LIBF)
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This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CF8 - Certificate in Long-Term Care Insurance (CII)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
What our clients say
I first met the team at Annetts & Orchard through recommendation from my sister. My husband had just died aged 50 and I required a sympathetic and professional approach, I couldn't have asked for a better person.
He was knowledgeable, efficient and kind in his manner which really helped me in such a difficult time.
We discussed my options regarding providing me with a regular set amount to live on and what level of investments would be best for me.
Without a doubt he helped reassure me and reduced my stress.
Since 2011 they have always been attentive and willing to discuss any concerns I may have.
The investment choices have done well for me.
I would highly recommend Annetts & Orchard to anyone requiring financial advice.
G. Jolliffe, Salisbury
Annetts and Orchard have provided excellent financial advice and support to my 97 year old aunt for some time.
However as she has become more elderly it has been more difficult for her to manage her own affairs and we, her family, all live some distance away, so it has been hard for us to support and help her.
Recently my aunt moved into a care home and her own home was sold, resulting in a substantial amount of money that needed to be invested and safeguarded, in order to meet her needs and her future care home bills.
Our adviser visited my aunt in her new home on more than one occasion, liaised with my sister and I and suggested various investment options.
He was incredibly patient and courteous, taking time and care to explain all the options to my aunt and to ourselves and was completely professional throughout.
He responded promptly to us at all times but enabled my aunt to take time to reflect and consider her choices, to ensure that she was happy with her final decisions. By providing sound financial help and making the investments on our behalf it freed us from the worry and burden of decision making.
I can therefore thoroughly recommend Annetts and Orchard, as I have seen for myself the excellent service they have provided to my aunt over a number of years.
S. Grundy, Salisbury
I have been with Annetts and Orchard since 2008: I needed mortgage advice, and they were recommended to me by a trusted colleague. As my personal circumstances developed and my financial needs have changed over the years, Annetts & Orchard have advised me on a range of pension and investment issues, and I feel I now have a solid financial plan in place. What I value in the approach taken by Annetts & Orchard is how they take the time to understand my needs and explore different solutions with me - I feel in control of my financial future but with the support and guidance of experts.
P. Hornsby, Wokingham
As a freelance photographer, finances in life can be precarious. Never able or inclined to delve into the world of stock markets or areas other than the standard offer from banks and building societies.
I was recommended to Annett's and Orchard, who around 2004 started to advise me and handle any monies that I had available. We are not talking about vast sums, so don't be put off.
Their/his professional but friendly way of doing business has kept me on a very happy footing since and never once have I felt badly advised - not the case with some friends of mine.
Always with their client in mind my portfolio of funds has grown at a rate far higher than any individual could hope for.
Retirement with a solid financial background is an area I could only have dreamt of. I would have no hesitation in recommending Annett's and Orchard, the sooner you start the better life will be.
P. Roach, Dorset
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 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
Our services
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.
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
