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Financial Consultants

Orchard Financial Advisers Limited

Orchard Financial Advisers Limited is a financial consulting company based in Stourbridge, England. They offer a range of financial services to help clients manage their finances and investments. With their expertise and experience, Orchard Financial Advisers Limited provides personalized solutions to meet the unique needs of each client. Whether it's retirement planning, investment management, or tax planning, they are committed to helping clients achieve their financial goals.

Introduction to Orchard Financial Advisers Limited

Orchard Financial Advisers Limited is a financial consultancy firm located in Stourbridge, England. Established in 2002, the company has been providing financial advisory services to individuals and businesses alike. What makes this company unique is their personalized approach to each client, taking into account their specific needs and goals to create a customized financial plan.

Services & products

Orchard Financial Advisers Limited offers a range of financial services, including investment planning, retirement planning, tax planning, and estate planning. They also provide advice on insurance, mortgages, and other financial products. Clients can expect a thorough analysis of their financial situation and a comprehensive plan to help them achieve their financial goals.

Location

The company is located in Wollaston, a suburb of Stourbridge, England. The area is known for its picturesque countryside and historic landmarks, including the nearby Wollaston Hall. In the vicinity, customers can find a variety of shops, restaurants, and businesses. The three closest public transportation options are the Wollaston Railway Station (0.6 miles), the Stourbridge Town Railway Station (1.3 miles), and the Stourbridge Junction Railway Station (1.4 miles).

Benefits

Customers should choose Orchard Financial Advisers Limited for their expertise and personalized approach to financial planning. The firm's team of financial consultants has years of experience and is dedicated to helping clients achieve their financial goals. With a customized financial plan, clients can have peace of mind knowing that they are on the right track towards financial success.

Good to know

Customers should be aware that Orchard Financial Advisers Limited is a fee-based firm, meaning that they charge for their services. However, they are transparent about their fees and work with clients to find a payment plan that works for them.

Reviews

Customers have praised Orchard Financial Advisers Limited for their professionalism, expertise, and personalized approach to financial planning. Clients appreciate the thorough analysis of their financial situation and the comprehensive plan provided to help them achieve their goals. Overall, customers highly recommend Orchard Financial Advisers Limited for their financial services.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services, including investment planning, retirement planning, tax planning, estate planning, and wealth management.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry and hold relevant certifications and qualifications. They are knowledgeable in different financial markets and have a track record of successfully helping clients achieve their financial goals.

How do you charge for your services?

We charge for our services either through a fee-based structure or a commission-based structure. The fee-based structure involves a flat fee or an hourly rate, while the commission-based structure involves a percentage of assets under management or a commission on products sold.

Can you provide references or case studies of your past clients?

Yes, we can provide references or case studies of our past clients upon request. We take pride in our client relationships and strive to maintain their confidentiality.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client has unique financial goals and needs. Therefore, we take a personalized approach to our services and work closely with clients to understand their financial situation, risk tolerance, and objectives. Based on this information, we develop a customized financial plan that aligns with their goals and needs. We also provide ongoing advice and support to ensure clients stay on track towards achieving their financial objectives.

Reviews

  • isobelle jones-cartwright

    Fantastic service! Ben has gone above to offer us excellent service and made sure we understood everything throughout the whole process. As first time buyers his help and advice has been so valuable, will definitely be using him in future again and again as needed.

    29-04-2023

  • Andrew Wistance

    We have used Ben at Orchard for every mortgage and re-mortgage since we bought our first house together almost 10 years ago, he’s never let us down and we trust him completely. In these times, we needed his advice more than ever! 100% recommend to anybody looking for a new mortgage.

    27-02-2023

  • Gemma Cope

    A fantastic smooth experience that took all of the stress out of finding the right mortgage for myself when rates were rising at such a fast pace! Saima was professional, communicative and kept in close contact throughout the whole process. I had regular questions/queries and Saima was always fast to respond - thank you! I also dealt with other members of the Orchard Finance team, both Ben and Keeley were professional, helpful and so efficient. I wouldn’t hesitate to use Orchard Finance in the future or recommend them to friends/family.

    27-02-2023

  • Dave the rave

    Excellent service from start to finish

    27-02-2023

  • Jake Wherton

    Lucy and her team have been fantastic. They've helped me secure both a residential and BTL mortgage in the past 12 months. They don't just find great mortgage products, but give great advice after considering your future plans. Couldn't recommend them highly enough.

    27-02-2023

  • Andrew Jewkes

    Excellent service from start to finish, thanks Lucy for all your help. I would certainly recommend Orchard Financial Advisors.

    27-01-2023

  • Kelly Selina Moran

    I can’t thank Orchard Financial Advisers enough, they made my whole process of buying a house so much easier. Thank you to Ben and Keeley who have advised us on all of the best mortgage products, solicitors, insurance etc, as a first time buyer we wouldn’t know where to start without you both! 1000% recommended!!!

    27-01-2023

  • Alice W

    Saima was amazing from start to finish. She was knowledgeable and friendly but most importantly, she did excellent research and got us a brilliant deal on our mortgage renewal. Thoroughly recommend!

    27-01-2023

  • Michael Mitchell

    Following a dreadful experience trying to navigate a mortgage provider directly, I was in urgent need of expert assistance to purchase a property with an unbelievably tight deadline. I approached Orchard FA with a big ask and not only did Lucy Billingham secure an excellent deal quickly, I felt reassured throughout the process. As someone suffering from an excess of confidence I am now reminded (again) of the value of professional advice and couldn't be more grateful for the support from all at Orchard FA.

    27-11-2022

  • Becci Tobin

    Excellent service all round. Friendly, efficient and knowledgeable!!!! I would highly recommend Orchard Financial Advisors.

    27-09-2022