Orchard Financial Associates

About the Business

I’m passionate about helping individuals and business owners with practical solutions to achieve financial wellbeing and ultimately, peace of mind regarding their money.

I’ve worked in financial services for over 17 years, working across a variety of areas such as investments, change and management. From an early age, I’ve had a fascination with personal finance and how money is managed, and this has shaped my career and why I’m now a Financial Planner.

I specialise in:
• Helping clients consider how and when they want to retire
• Working to help your investments grow tax efficiently
• Planning for unforeseen events and protecting loved ones
• Legacy considerations for the people and interests that are most important to you

Orchard Financial Associates is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.