The team
Julian Yolland
DIRECTOR
Julian is a shareholder within Orchard House (IFAs) Ltd.
Having joined the Financial Services Industry in 1982 Julian brings a valuable depth of knowledge to the company.
Controlling a Region of some 325 individual advisers at the time for a large financial services company in the early 1990s, he resigned from his position in 1994 to create Orchard House (IFAs) Ltd, as he was convinced that only a truly independent firm could offer appropriate advice to individuals. His belief in the fair treatment of customers has been a dominant culture in the company ever since.
Julian specialises in investment advice, for people of any age that have received an inheritance, or for individuals on or around their retirement years. He encourages clients to look at the wider investment and financial planning picture in this regard and not just at the size of someone’s pension pot. Other investment strategies are discussed and clarified for later life income.
Julian’s other two passions in life are his family and choral music and he has performed the occasional bass solo. His love for music from the Baroque era borders on an obsession and he tells us regularly at work (somewhat tongue in cheek, it must be said) that “decent music stopped when J S Bach died!”
Stephen Hedges
INDEPENDENT FINANCIAL ADVISER
Steve has over twenty years’ experience in the financial services industry. Having previously worked with Lloyds Bank, London & Manchester, Friends Provident and also running his own Independent financial advisory company he has a wealth of experience across all disciplines of personal and corporate financial planning.
He is a fully qualified Financial Adviser, providing advice tailored to meets individual needs. As he is independent, Steve can offer products from the whole of the financial marketplace. The main areas of advice are retirement planning, investments, protection and mortgages.
Steve takes great pride in developing long-term relationships. He will always ensure that recommendations are clearly explained and that on-going advice and support is accessible.
In his spare time, he enjoys writing music, playing in a band and keeps active with football.
Relevant Qualifications:
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
Stuart Logan
INDEPENDENT FINANCIAL ADVISER - INVESTMENT & PENSION SPECIALIST
Stuart is a proactive, fully qualified IFA with over twenty years' experience in the financial services sector having worked at Rothschilds, Santander and GMAC RFC. Stuart has been offering financial advice since 2007 and has gained a wealth of experience in both personal and company financial planning through his own property portfolio company.
Stuart relishes explaining technical details in a relaxed, easy to understand, manner. He now specialises in tax planning, pensions, investments, mortgages, and equity release. Stuart enjoys building long term client relationships, giving support throughout the financial journey. He has an additional specialist qualification in Equity Release.
Outside of work, Stuart is very athletic and among his achievements; has rowed for Great Britain as a Junior, completed ultra-distance races including the Marathon Des Sables (160-mile Trans- Saharan Running Race) and many triathlons.
Stuart is happy to take on additional clients and for his details to be passed on.
Relevant qualifications:
- Certificate in Equity Release (ER1)
- Diploma in Financial Planning (DipPFS)
- Certificate in Mortgage Advice & Practice (CeMAP)
- Certificate in Equity Release & Home Reversion Plans
- Certificate in Financial Planning
- BA(Hons): 2:1 Business Management
The Financial Conduct Authority does not regulate taxation advice
Patrick Tooley
INDEPENDENT FINANCIAL ADVISER
Corporate
An in-depth knowledge of the tax and legal aspects of businesses in the UK. Consulting with employers over both their legal obligations and desirable responsibilities towards their workers, Patrick also sat on the intermediary panel consulting with the Department of Work and pensions over the development of workplace pension regulations in the UK (2014-2016).
Widely connected in the field of mergers and acquisitions with contacts in both the corporate finance and legal professions, Patrick brings valuable expertise in the advice disciplines of tax planning and employee benefits, including insurances required to protect the profitability of companies and planning for business succession.
Private Wealth
Patrick has been advising high net worth individuals on their personal wealth for over 20 years having started as a technician in the area of tax and trusts. Patrick advises individuals on their UK assets and covers the areas of investment (lump sum and regular saving), pensions (where he holds further specialist qualifications), protection, estate planning and personal tax.
Relevant Qualifications:
- DipPFS,
- Cert PMI,
- Cert PFS (MP&ER)
A qualified member of the Chartered Insurance Institute and the Personal Finance Society, Patrick is certified to provide retail finance advice in UK.
Formerly a Director of Lorica Wellbeing, a market-leading corporate consultancy and workplace financial education provider. Formerly An equity partner in Saltus, a private wealth discretionary fund manager
‘I strive to apply the maxims which successful financial planners apply to all their client relationships; working in partnership to support their needs and objectives, putting their interests first by providing solution-driven advice based on excellent technical knowledge’.
The Financial Conduct Authority does not regulate taxation advice
Chris Brown
CORPORATE CONSULTANT
Chris has worked in financial services for many decades and is committed to helping clients put in place and maintain employee benefit programmes. Past pension and group risk schemes he has, in the past, put in place, include those of MPs’ staff, Professional cricketers and the US EV manufacturer, Rivian.
Creating and maintaining long-term relationships with clients, colleagues, and professional connections is a key component, along with providing advice tailored to each company’s circumstances, no matter how big or small.
He specialises in company pensions, group life, income protection, critical illness, medical and business owners’ own protections, such as Key Person and Shareholder Protection.
Professionally, he is a Chartered Financial Adviser and an Associate of the Personal Finance Society. He also sits on the editorial board of Lexis Nexis Pensions and is Vice Chair of YMCA Pension Trustee.
Chris was previously the Chairman of one of the first Business Improvement Districts in the UK and an adviser for The Pensions Advisory Service. He now enjoys spending time with his children, grandchildren, playing golf and watching all sports.
Mike Green
CORPORATE CONSULTANT
Michael has been supporting organisations on their corporate pension, benefit, healthcare and reward journey over the past 35+ years.
He is dedicated to serving organisations and helping them manage, resolve and optimise their people-related requirements and challenges. He has a strong focus on long-term relationships and strives to understand an organisation’s unique needs to provide tailored solutions.
He has managed international reward teams as well as the Human Capital Services team for international mergers and acquisitions for the world’s largest HR consultancies.
Over the years, clients have included small, medium and large-sized organisations, not-for-profit organisations, private equity funds and partnerships. He is an Associate of the Pensions Management Institute.
Outside of work, Michael loves travel, playing and watching sports (football, cricket and golf) and music.
"Excellent investment advice for my client, very easy to do business with."
"Your (Steve Hedges) knowledge of the financial market is exemplary and savings that you helped us make way offset the charges incurred. We both felt at ease and were confident that your advice would be beneficial to us."
"I'd really like to recommend Stuart Logan of Orchard House IFAs, who has
just come to give us some financial advice. This is the third time we have used Stuart. As usual, he has offered some really interesting and useful advice, and we have been really impressed every time we have used him."
"I find Stuart to be curious, helpful and massively professional, thank you!" ~ Nikki Watkins on 19/06/2019
"Tricia and I would like to thank you for all the advice and help that you have given us over the past couple of years. Your knowledge of the financial market is exemplary and the savings that you helped us make way offset the charges incurred. We both felt at ease and were confident that your advice would be beneficial to us. On another note, the investments made for a close friend helped to make her final few years comfortable in the knowledge that her financial affairs were in such good hands and that her capital will still intact on her passing. I have and will continue to recommend you at every opportunity" ~ James and Tricia Rice on 15/11/2017
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Financial planning and advice for people and businesses across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey & beyond.