About us ...
Royden and Hayley have both been practicing financial advisers for over twenty years.
They are proud to have clients that have been with them since the start of their advice careers. All advice is provided by Royden and Hayley so you can be rest assured of continuity of service.
We provide a highly professional service, perhaps slightly unconventional (we generally don’t wear black suits and ties). Our first meetings are generally quite informal, they are a get to know you/us opportunity. This allows us to understand your needs and look at what you already have in place, also for you to understand the type of advice and service we will provide to you. If you wish us to proceed further we will also discuss and agree a fee structure (we do not charge for initial meetings).
Our approach is to build and maintain good working relationships through clear communication, trust and honesty. Our aim is to give each client ongoing advice tailored to their own unique situation.
After outgrowing our original offices in Burton In Kendal, Orchard are now based at our current offices in Endmoor (to find us please see our map on the Contact Us page). Parking is plentiful and free.