Orchard Financial Planning

How we work


We aim to give our clients the best independent financial advice and service possible. Our approach is to build and maintain good working relationships through clear communication, trust and honesty. Each client is given ongoing advice tailored to their own unique situation.

Based on the edge of The Lake District, Orchard Financial Planning was established in 2006 out of a frustration in the way financial advice was being provided. 


To provide advice is more than just a once in a moment in time exercise.  Advice changes and grows over time. Strategies that are put in place for many years or even over a lifetime need to be nurtured and monitored, advice is a continuous process.


This is at the heart of what we do.