Our process

You're in safe hands with us. And we want you to know what it's like working with us. This is our process for working with clients, who are at the centre of everything we do.

Solid advice since '94.

One of our goals is to create lasting, long-term relationships. The more we work with you, the better we can understand your business and advise you as it develops over time.

From the first moment we meet, we will establish what your goals are, both in the short-term and long-term, as well as what matters most to you; your needs and your priorities.

Everything starts with a simple and informal conversation.

No jargon or anything complicated. We'll pop over to meet you in person and talk through what you're looking to do. Right from the start, everything you share with us is strictly confidential.

Initial recommendations.

Once we've gotten to know you and your business, you'll receive our first set of advice. This will put you on the path towards your long-term goals.

On-going advice.

To make sure you stay on track and that our advice responds to changes in the market, we will follow up with you and potentially adjust our recommendations.

"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."

"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 me 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.