Bespoke Solutions

We can provide advice and ongoing support to help employers deal with setting up and running a pension scheme.

Wealth Planning & 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 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, Trusts and offshore investments. Call us to arrange an initial meeting free of charge.

Business Solutions

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.

Care Fees Planning

We work closely with 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.

 The Financial Conduct Authority does not regulate Taxation Advice and Trusts.

The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

 

“...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..."