financial-planning-and-advice-for-business

Financial advice for businesses

In addition to advising private individuals, we are experts on financial planning and employee benefits for companies and corporations of all sizes.

Business planning

A lot has to come together in order to ensure the safety and longevity of any business.

Solid planning, with multiple eventualities considered, has you covered no matter what happens, and our keen eye on the market will ensure that our advice to you is always up to date and responsive to any major shifts or events.

Additionally, securing good benefits for your employees helps you attract and retain talent and keep morale high, leading to higher productivity in the long-term.

It's an investment in your business and your people.

Insurance

When bad luck strikes, there's no telling how much your business could suffer.

So many things in business depend on one another. We can help you expose the points of failure that can then be mitigated by insurance policies or other solutions.

If your business provides livelihoods to others, you want to do your best to ensure it carries on, even in the case where you or another key player in the business are no longer around.

Also, in case the unthinkable happens, we can help you safeguard the business, staff and their families against tragedy.

Pensions

Financial planning for retirement has often taken a back seat in people’s lives, but with an ageing population and little State assistance, it's essential that a pension be waiting for them at retirement.

The government has recently mandated that employers must provide a workplace pension scheme for their employees via auto-enrolment. Failing to abide by this comes with some potentially very hefty consequences.

You may also wish to arrange a more enhanced group scheme for your employees. However you're interested in doing it, we're here to guide you through the process and get as much back from your investment as possible.

The value of pensions is not static; their value may both rise and fall.

"Mike has been advising me on financial matters for over 15 years through many changes in the financial industry. I have found him to be honest and very knowledgeable in an area that I find confusing at the best of times. I would happily recommend Mike's services in this area to colleagues who need advice with their financial affairs."

"I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person! She fits right into the Orchard ethos - approachable and empathetic as well as financially skilled - and I can see why she's working with you - well done for finding her. Keep her, I like her! :)"

"Excellent investment advice for my client, very easy to do business with."

"I'm a financial numpty, so it's fantastic to know that Mike is there to make sense of it all for us. I trust him implicitly to guide us in our financial decision-making."

"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."

“Damian was incredibly helpful in re-phrasing in simple terms to allow me to better understand the questions being asked. He was absolutely incredible and made, what I expected to be a difficult process, incredibly easy. I have great trust and faith in Damian. Thank you” ~ Kelly Hobbs

"Helen is wonderful and she does her best with someone who really struggles with figures and financial concepts" ~ Elisabeth Skinner on 07/03/2019

"I find Stuart to be curious, helpful and massively professional, thank you!" ~ Nikki Watkins on 19/06/2019

"I like the personal touch, it wasn't just about my finances. A connection really helps in having trust and confidence in what you are being told. Elaine gave met that" ~ Chris Hancox on 24/09/2018

"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

Not sure what you need?
Call us on 01491 412 513

Financial planning and advice for people and businesses across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey & beyond.