Why choose us?
Our team members hold “gold standard” accreditations
When you work with us, you’ll be working with a highly qualified team.
We’re multi award-winners
We’re very proud that our professional expertise and dedicated, client-focused service have been recognised with many prestigious professional awards and nominations.
MoneyAge The Mortgage Awards 2021 – Best Buy-to-Let Broker
Family Wealth Report – Family Business of the Year 2021 – Finalist
Moneyfacts – Protection Adviser of the Year 2021 – Finalists
We’re Top-Rated advisers
Thanks from our clients is the best recognition of all. We are therefore delighted to have 5* Google reviews and have been named a “VouchedFor Top-Rated Adviser”, based on positive client feedback, for three consecutive years.
VouchedFor Top Rated Adviser 2023
VouchedFor Top Rated Adviser 2022
VouchedFor Top Rated Adviser 2021
VouchedFor Top Rated Adviser 2020
VouchedFor Top Rated Adviser 2019
We’re a family practice with a long history
We’ve been in business since 1997. That means we’ve been helping our clients to reach their goals and achieve financial confidence for more than 20 years. Our family-firm ethos and the close partnerships we’re able to build with our clients as a small, close-knit business, have meant we’ve enjoyed relationships that have lasted, in many cases, as long as the firm itself.
We champion our clients
At The Orchard Practice we understand that caring for you – and not just your finances – is what matters most. We treat all our clients like we would want to be treated ourselves which is the fundamental reason why most of our client relationships develop into friendships. In fact, in our recent client survey, 92.86% of clients said they would recommend us to their friends and family, with 65.00% of clients having done so in the last 12 months alone.
What’s more, 96.30% of clients believe that working with us has helped or will help to achieve their financial goals. A fact that makes us very happy!
Read our online reviews
Our clients regularly review us on Vouchedfor, the UK’s leading customer review site for financial planners. Click the VouchedFor badge to find out what they have to say.
Our Promises To You
We will always listen to what you want
We will always respond to your calls or emails
We will always act in your best interests
We will always look after you