Corporate social responsibility
Just being decent is important. We have a strong responsibility towards the community and environment, and with everything we do, we make sure that our impact is positive.
Taking care of our environment.
We limit our use of paper as much as we can. Unless we're asked to do otherwise, we conduct all our business and correspondence electronically. A few things are perhaps nicer to have and hold in your hand, but digitally, it's always available, it won't cost us any forests and it'll last forever.
We travel a lot to meet clients and for our ongoing professional training. When we do, we ensure that our journeys are mileage-efficient to keep our car emissions low.
Giving back to our community.
Orchard House has spent time working with the Lord Mayor of London’s office within his financial literacy initiative for schools where a member of the team mentors a class on communication, interview technique, basic home finances and business skills generally. The schools are more often than not in north and east London.
"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
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Call us on 01491 412 513
Financial planning and advice for people and businesses across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey & beyond.