Orchard Financial Planning Ltd.

Independent Financial Adviser  Endmoor House, Kendal, Cumbria, LA8 0EU
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FCA authorised
Last authorised 1st March 2021
Our goal is to engender a long term working relationship, adding financial value in all that we do for you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Royden Davies Dip PFS, BA (Hons) Accountancy
Financial Planner
MR Stephen Dobson ACII, Dip PFS
Chartered Financial Planner
About us

Orchard Financial Planning specialises in giving independent financial advice on investments, pensions and retirement planning. We pride ourselves on delivering a professional and timely ongoing service to our clients.

Our services

Providing a personal yet professional level of client service is at the heart of our company ethos. We prefer to work with our clients on an ongoing basis, forming relationships which are based on mutual trust and integrity. The majority of our clients have been with us for many years enabling us to work closely with them as their circumstances evolve.
We pride ourselves in being extremely proactive.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

Endmoor House, Endmoor, Kendal, Cumbria, LA8 0EU

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