Testimonials

What our clients think...

Stephen at Orchard Financial Planning took the time to find out about my thoughts and plans during these challenging and uncertain times.

What impressed me most was the care in which a number of options were explained.

The bottom line - taking Stephen’s advice has saved me a significant amount of tax – just by his clear explanation of pension contributions and how I could be more tax efficient.

I have no hesitation in recommending his services and wish him well for the future…

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Congratulations on attaining Fellowship status - a great achievement and well deserved....

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Many congratulations on gaining your Fellowship....

 

PS, CH & M&GF

I first met Stephen around the year 2000 when he was working for a firm who moved our significant corporate pension scheme at the firm where I was a director. His breadth and depth of knowledge was particularly impressive in a field where this is a scarce commodity and this drew me to his services. After a short break and poor experiences with 2 other firms, I went looking for him on the FSA website.

His open, plain speaking and friendly manner made it easy to work with him and very clear descriptions of my alternatives made working through difficult choices relatively easy. He was able to provide direct no nonsense advice whilst fully considering alternatives and then helping me make decisions which have turned out to be extremely good.

Through the financial fiascos and mayhem of the credit crunch, Stephen guided me to a very successful outcome.We grew a reasonable pension pot by around 25% through a combination of good strategy and tactical choices combined with his enthusiasm, customer care and hard work.

I would have no hesitation whatsoever in recommending his professional services to anyone who needs sound advice and a safe pair of hands in a notoriously difficult specialist field…

P McV