About the Business
Royden and Stephen (see meet the team) have each been practicing financial advisers for over twenty years and are director owners at Orchard. They are proud to have clients that have been with them since the start of their advice careers. All advice is provided by Royden and Stephen so you can be rest assured of familiarity of outcomes and continuity of service.
We provide a highly professional service, perhaps slightly unconventional (we generally don't wear black suits and ties). Our first meetings are quite informal get to know you/us; this allows us to understand your needs and look at what you have already got in place and for you to understand the type of advice and service we will provide you. If you wish us to act for you we also agree a fee structure (we do not charge for initial meetings).
Our approach is to build and maintain good working relationships through clear communication, trust and honesty.
Location & Hours
Aldcliffe, Vicarage Lane, Burton in Kendal
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Office
Orchard Financial Planning
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Get Directions
Aldcliffe, Vicarage Lane, Burton in Kendal, Carnforth, LA6 1NW
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Phone
