Mike Shepherd (Managing Director and adviser)

Mike has been a qualified Financial Adviser since October 1987 and is one of the directors of Orchard House. He still looks after a few personal clients whist overseeing the business.

His main advisory role is to ensure that clients receive the advice and support they require throughout their careers, retirement and on to estate (IHT) planning.

Mike provides clear and jargon free advice, regularly simplifying detailed aspects of financial advice into simple actionable tasks. He finds that the most rewarding element of the job is seeing clients flourish over the years as he becomes their trusted adviser.

“Mike is a rare breed – a financial advisor that has your interests at heart. Sure he makes a profit but not at the expense of bad advice. I would recommend his service to anyone.”

“Mike gives balanced, accurate advice without any sort of hard sell. He provides comprehensive information in a timely manner and always ensures that I am provided with workable options to choose from.”

“Mike has always given me good, timely advice and has often gone above and beyond what we have expected of him. He is highly ethical and not at all pushy. The advice is given and he leaves me to take stock before making a decision.”

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