Bespoke Solutions

We can provide a package of advice and ongoing support including a back office software system for firms that helps employers deal with the issues of running a pension scheme.

 

Wealth Management & Private Clients

For High Net Worth Individuals the regular approach to financial planning can sometimes be too simplified. Often with assets both in the UK and abroad, a more specialist and individual approach is required. Orchid Financial Services are happy to offer a fee based service tailored to the individual with advice from experts in areas such as tax planning, specialist trusts and offshore investments. Call us to arrange an initial meeting free of charge.

Business Solutions, Auto enrolment & 'NEST' 

A complete Financial Health Check of all the necessary insurances and planning for both employees and employers including company pension schemes, Permanent Health Insurance and Group Life Cover.

Orchid Financial Services Ltd in Peterborough are working with a number of Industry Professionals and can provide a package of advice and ongoing support including a back office software system for firms that helps employers deal with the issues of running a pension scheme and a multitude of employee benefits, as well as store up to date HR information to help run and grow a small business.

Care Fees Planning

We work closely with a firm of local solicitors who specialise in Estate Planning and help you with mitigating or reducing, where possible, the cost of domiciliary care (care in the home) and Residential Care Home fees with the aim to safeguard and protect your assets for future generations. Call us to arrange an initial meeting free of charge.

Orchid Financial Services Ltd is an appointed representative of L J Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority Company number 5509898, Incorporated In England & Wales, Registered Office - Thorney Lakes English Drove Peterborough PE6 0TJ

“...The best service anyone can have... my future is in good hands.”

"I have never thought twice about recommending... to any of my friends."

"I would have no hesitation in recommending Orchid Financial Services..."