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Financial Advice For Vulnerable Clients

We all have times in our lives where we become vulnerable. This vulnerability can be short-term or long-term. We are committed to meeting the needs of all our vulnerable clients by providing them with additional assistance as needed.

Clients with physical disabilities

It can be tricky for those with physical disabilities or language barriers to access financial services.

But in our opinion, that is something that we strive to help our clients with. All our services are bespoke to each client. We do not automate our processes and your needs as an individual are always taken into account throughout our communications.

Our team of advisers are specialists in their respective areas and will help you make informed choices based on your circumstances.

All of our services are available to those with physical disabilities and we will guide you through the maze of solutions to ensure you get the solution you need.

Clients experiencing personal difficulties

Sometimes we experience events in our lives that make us vulnerable for a period of time.

At these times it can be difficult to make decisions, financial or otherwise, and unfortunately, it is exactly at these times that the financial decisions we make are the most important ones to help us move forward.

If you've experienced a recent bereavement, a family breakdown or a serious illness we can help to advise you through this difficult period.

All our advisers take a holistic approach and will help you to see the bigger picture before coming up with a solution to meet your specific needs at that point in time.

Moving into old age

As an ageing population, it is more important than ever for us to consider our financial futures.

We help clients to take a look at their current position and to make sure that they have a plan to secure their later years. Our specialist advisers can help you whatever your current circumstances.

We can help to ensure your long-term care is planned out, that your dependants’ futures are financially secure and that there's someone in place to execute your wishes should you become incapacitated.

We also assist the families of those who have already lost the mental capacity to deal with their affairs.

"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.