Annetts & Orchard Ltd. is an independent financial advisory firm in Salisbury, Wiltshire. They are authorised and regulated by the Financial Conduct Authority. They have provided independent financial advice for over thirty-five years, guided by their core values. They are driven by three core values: integrity, transparency and clarity. Paul Orchard and Tom Orchard are directors and financial planners. Paul specializes in retirement planning and also advises on investments and business insurance. Tom specializes in retirement planning and investment advice. Their highly qualified, experienced and dedicated administrative team will help you achieve your goals. They offer a transparent working method that allows customers to plan their future while ensuring a worry-free present. They offer a refreshingly transparent way of working that helps their customers prepare for the future while ensuring the present runs smoothly. The company always does the right thing for the customer while respecting fiduciary standards. They would happily hold the meeting for you by telephone, online video conference or in person. They are served in Salisbury, and many customers live in the wider Wiltshire area.
UNIQUE FACTS:
• All Clients Receiving an Ongoing Service Will Have An Annual Meeting With an Adviser.
• Their Quarterly Newsletter Discussing Various Financial Topics, News and Developments.
• Their Advice and Their Service Will Provide You With Clarity.
3 Best Financial Services in Salisbury, UK
Expert recommended Top 3 Financial Services in Salisbury, 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.
ANNETTS & ORCHARD LTD. REVIEWS
I have been with Annetts & Orchard since 2008: I needed mortgage advice, and they were recommended to me by a trusted colleague. As my personal circumstances developed and my financial needs have changed over the years, the team have advised me on a range of pension and investment issues, and I feel I now have a solid financial plan in place. What I value is how Annetts & Orchard take the time to understand my needs and explore different solutions with me - I feel in control of my financial future but with the support and guidance of experts.
I was recommended Annetts & Orchard by a colleague who found their helpful and professional approach both useful and reassuring. I have certainly also found this to be the case. Looking to invest savings while ensuring a safe future for my family, I find that the team make uncomplicated and appropriate suggestions. They are never pushy and most importantly listen. I am very comfortable leaving them to handle my investment portfolio.
Annetts & Orchard have provided excellent financial advice and support to my 97-year-old aunt for some time. By providing sound financial help and making the investments on our behalf, we were freed from the worry and burden of decision making. I can therefore thoroughly recommend Annetts & Orchard, as I have seen for myself the excellent service they have provided to my aunt over a number of years.
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Foresight Financial Solutions is one of the world's leading personal advisors and clients in wealth management. Dominic Batty is the company's financial advisor. They specialize in comprehensive financial advice for individuals, families and businesses. They offer many services, whether you want to build, grow, protect or preserve your wealth. The company provides access to specialized and holistic advice, tax planning and financial solutions to help develop a substantial, tax-efficient and measurable financial plan for you and your business. They understand that retirement planning can be complex and time-consuming. They take the time to inform their customers and guide them through the process in a trusting and transparent manner. Their forward-thinking approach to retirement planning is designed to help clients achieve their financial goals and enjoy a comfortable, secure retirement. FFS advises clients throughout the UK and locally in the South.
UNIQUE FACTS:
• Online Appointments.
• They Responds Quickly for Meetings, Information and Advice.
• They Take The Time to Educate Their Clients and Guide Them.
Speciality:
Contact:
Working Hours:
Fri: 9:30am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
FORESIGHT FINANCIAL SOLUTIONS REVIEWS
Dominic Batty at Foresight Financial Solutions pro-actively contacts and updates me periodically and also responds quickly to ad hoc requests for meetings, information and advice. He was particularly helpful at sorting out my various pensions at retirement and more recently advising me on considerations and options for POAs, wills and trusts and pointing me to appropriate specialists. Happy to recommend.
Dominic has a wealth of knowledge and experience. Myself and my partner would highly recommend Dominic to anyone who’s looking for an honest opinion and years of experience through some very difficult times. Thanks.
I’ve trusted Dominic with all my investments for over 10 years now and I wouldn’t consider another option. Dominic also looks after my father’s pension fund and family investments. Highly recommend to anyone.
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Francis Clark Financial Planning is a UK-based financial advisory firm. They offer individuals, companies and foundations expert financial advice, analyzing their current situation and developing practical long-term financial plans. Their team of financial advisors in Salisbury cover all aspects of financial planning, working with a wide range of people at all stages of life. Free parking is available. The team works perfectly with its business consultants and accountants at PKF Francis Clark, making it very convenient for clients looking for accounting advice and financial planning in one place. They will help you understand the impact of IHT on your property, and their team will be happy to advise you on planning. Your financial advisors in Salisbury will ensure you fully understand your investment options so you can take an informed approach. Most of the Salisbury office's clients live in and around Wiltshire and the New Forest, but they can also be spread across the country. They serves in Bristol, Exeter, Plymouth, Poole, Southampton, Taunton, Torquay and Truro.
UNIQUE FACTS:
• Independent Financial Planning Advice.
• They Create a Bespoke Financial Planning Strategy.
• The Team Members Help People to Understand Their Investment Options.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FRANCIS CLARK FINANCIAL PLANNING REVIEWS
Very aesthetically pleasing, converted buildings, in an idyllic rural location.
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