Planting the seeds & watching them grow…

Through independent financial advice

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Planting the seeds & watching them grow…

With clear and consistent communication

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Planting the seeds & watching them grow…

By nurturing and monitoring

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Planting the seeds & watching them grow…

Through trust and honesty

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Key Services

Find out more call 015395 67129 or email

Who we are

Based on the edge of The Lake District, Orchard Financial Planning was established in 2006 out of a frustration in the way financial advice was being provided.  To provide advice is more than just a once in a moment in time exercise.  Advice changes and grows over time.  Strategies that are put in place for many years or even over a lifetime need to be nurtured and monitored; advice is a continuous process.  This is at the heart of what we do.

Meet the team…

News Updates

Our New Website goes live!

Posted: 12 December 2014, 3:43pm

If you're a previous visitor to our site, you'll notice that we've just launched our new-look design. We're hoping this will make it easier for our guests…

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Tax Tips

Posted: 8 September 2015, 10:07am

   1 Tax planning can be undone by not submitting the correct tax information on time, or not paying your tax liabilities by the due date. In…

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