Investment Solutions

Without an understanding of the combined risks of inflation, risks and taxation you can be mislead as to the real returns on your money. Using specialist knowledge and expertise, combined with bespoke portfolio planning where required, we can offer advice on investments that is uncomplicated, easy to understand and designed specifically to your needs.

From straightforward savings vehicles like Individual Savings Accounts (ISA’s) or Investment Bonds, through to offshore funds and trusts with links to specialist advice, we can help with both reducing the tax liability on your investments as well as planning to help reduce Inheritance Tax.

Orchid Financial Services Ltd is an appointed representative of L J Financial Planning Ltd which is authorised and regulated by the Financial Services Authority.

Company number 5509898, Incorporated In England & Wales, Registered Office - Thorney Lakes English Drove Peterborough PE6 0TJ