Orchid Financial Services Ltd is an Independent professional financial adviser in Peterborough. The firm manages more than £50 million of clients' assets, offering affordable solutions and an easy-to-understand approach. Thornton Holmes and Rachel Stewart are directors of Orchid Financial Services Ltd. Thornton Holmes has been in financial services and mortgage broking since 1989. He has built up a substantial network of personal and business clients. Rachel Stewart has been working in the financial services industry since 1987. She has a strong background in systems and administration and has received a keen technical knowledge base and stable financial planning skills. They can provide ongoing advice and support, including a back-office software system to help employers deal with issues relating to the administration of a pension scheme. They advise on various products and services to meet different financial needs. Orchid Financial Services is happy to offer a fee-based service tailored to your needs, including expert advice in areas such as tax planning, specialist investment funds and offshore investments. They offer cost-effective solutions and a simple, easy-to-understand approach, serving a bank of customers from East Anglia and the Midlands to London and the South East.
UNIQUE FACTS:
• Call For a Free Financial Healthcheck.
• Online Appointments.
• Has Over 60 Years Of Combined Experience In Financial Services.
Best Financial Services in Peterborough
Expert recommended Top 3 Financial Services in Peterborough, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
ORCHID FINANCIAL SERVICES LTD REVIEWS
I had been putting off for a while reviewing my investments because it seemed like a chore, but so glad that I contacted Orchid to help me with this. The approach from the outset was very personal and I particularly liked the fact that I was taken through a number of questions to identify my level of openness to risk which ensured that products proposed were suitable for my needs. The process of moving a number of investments into portfolio was made very easy too, with simple forms to complete and updates from Orchid as each transaction took place. I also really appreciated the level of transparency around charges right from the beginning. It has been a real pleasure to deal with Thornton and Will – what seemed like a potentially painful chore turned out to be far easier than I thought and its good to know my money is in safe hands. Thanks guys for helping me tick this off my to do list!
I wanted to give a big thank you to all at Orchid Financial services for helping me find the best investment opportunities for my pension. I have had great advice, suggestions and support. They listen to what you need and their recommended fund performance has been outstanding. I have no worries at all about my financial future through my retirement. For anyone wanting financial advice, I would thoroughly recommend the team at Orchid.
To all at Orchid Financial Services Ltd. Iwould like to say thank youfor all your hard work in helping me sort out my pension. You have been so concientious and helpful in how you detailed and explained things to make it easier to understand.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Positive Advisers Limited is an independent financial adviser providing retirement planning and investment advisory services. The company's directors are Mark Scott and Marta Scott-Manuszewska. Their advisors have over thirty years of financial experience supporting families and businesses. They focus on helping people with more basic financial planning needs. They are passionate about helping many mortgage and new clients by providing more complex financial planning advice. They create the most suitable investment plan for you and your family. Positive Advisers is a financial planning company that helps people with more complex needs. The company can help high-income or wealthy people from an early age through the end of life, providing them with holistic advice on maximizing their financial wealth. You can get a free, non-binding initial consultation here. They provide schedule an appointment with one of their experienced financial advisors. They also serve in Corby.
UNIQUE FACTS:
• Get a Free Financial Consultation Today.
• Provide Services to Individuals and Businesses.
• Decades of Experience Supporting Clients to Succeed.
Speciality:
Contact:
Working Hours:
Sat: 10am - 4pm
Sun: Closed
TBR® Inspection Report:
POSITIVE ADVISERS LIMITED REVIEWS
highly recommend Marta's service and her wonderful colleagues! Fast and reliable service, professional advice at every stage of matters. Assistance in establishing contacts needed to sign the necessary documents. Incredibly quick response and contact between the bank, the insurer and, of course, me! Special thanks to Mrs. Dagmara for literally seconds' messages regarding the flow of information and data at every stage of my affairs, and there were quite a few of them. Girls, thank you very much for such nice and professional service!!! Without you, everything would be very difficult and it would take much longer to complete all the documents!!!!
The commitment of Marta and her team is amazing. They put their hearts into ensuring that the client has the best conditions. Despite the hopeless solicitors, Marta and the team made every effort to ensure that the remorgage went smoothly and without any problems. Once again, I will emphasize the commitment because it is absolutely unheard of! I would highly recommend!!
This is the second time we have used Positive Advisers, nothing was too much trouble and they really pressed the bank so we could complete quickly. They explain everything clearly and they are extremely professional. Would recommend very highly indeed!
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Henson Crisp Ltd is an Independent Financial Advisers (IFAs) providing bespoke wealth management and financial planning services to a wide range of private individuals and businesses across the UK. They focus on providing holistic wealth management. The company pride themselves on building strong relationships with their customers. They provide an all-in-one solution for their clients, covering all aspects of their lives, while their principle business is managing your investments and pensions. They strive to provide support and sound advice to all their clients. In addition, they will provide you with clear and transparent information in jargon-free English. They pride themselves on building long-term relationships with customers, their family members and employees and providing reliable services at all stages of life. The company offers comprehensive financial planning and advisory services to meet your short, medium and long-term financial planning needs. They only provide you open market products that meet your needs. The advice and fees they charge will be tailored and take your situation into account. Here you can get a free initial no-obligation meeting.
UNIQUE FACTS:
• Initial Meeting Available.
• Provides Financial Advice to Some of Their Clients for Over 15 Years.
• Experienced Financial Advisers.
• Private & Corporate Clients.
Speciality:
Contact:
Working Hours:
Fri: 9am - 1pm
Sat & Sun: Closed
TBR® Inspection Report:
HENSON CRISP LTD REVIEWS
We have been working with Jonathon @Henson Crisp for in excess of ten years and have been very impressed with the breadth of knowledge and the clear means of communication of the issues and decisions that should be considered. The team have then implemented the tactics and communicated well. The plan that was drawn up all those years ago continues to make better than expected progress so I would have no hesitation in recommending Henson Crisp.
Excellent service and personal advise from a very friendly team, who are consistently helpful and keen to forge a relationship with, and provide tailored advice to, this younger and smaller client. Jonathon has also advised family members for many years, consistently going above and beyond in a variety of situations.
I’ve found working with Duncan and the team and Henson Crisp really helpful in simplifying the complex area of pensions. It’s a comfort to know that my pension planning is now in place and being reviewed regularly.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.