Orchard House

At Orchard House, we take pride in our dedicated team of Independent Financial Advisers (IFAs), each with a diverse range of specialities. Based in Henley-on-Thames, Marlow, Maidenhead, Slough, Reading, London, and Windsor, our advisers are always ready to travel and visit clients at their convenience. With our strong commitment to independence, client protection, and tailored experiences, Orchard House is your perfect partner in navigating the complex world of financial planning.

Why Choose an Independent Financial Adviser?

Independence

As independent financial advisers, we are not tied to any product providers. This independence allows us to focus on delivering personalised advice based on your unique situation, ensuring that we act in your best interest.

Client protection

All IFAs are bound by stringent regulations that prioritise client protection. At Orchard House, we adhere to these regulations and guidelines, giving you peace of mind knowing that you are in safe hands.

Tailored experience

We understand that each client is unique, and so are their financial needs. At Orchard House, we steer clear of templates or packages. Instead, we offer tailored services customised to address your specific financial situation and goals.

How We Help You

At Orchard House, we specialise in offering advice for businesses, individuals, and vulnerable clients:

For businesses:

• Financial planning
• Employee benefits
• Corporate retirement planning
• Corporate tax planning
• Succession planning

For individuals:

• Retirement planning
• Investment planning
• Inheritance tax planning
• Personal tax planning
• Mortgage advice

For vulnerable clients:

• Trusts and estate planning
• Long-term care planning
• Financial advocacy
• Support for vulnerable individuals

Don't see what you need? Get in touch with us today, and our team of experts will be more than happy to help you.

Exceptional Client Testimonials

"I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person! She fits right into the Orchard ethos - approachable and empathetic as well as financially skilled - and I can see why she's working with you - well done for finding her. Keep her, I like her!" - A satisfied client

"Excellent investment advice for my client, very easy to do business with." - A professional partner

"Your (Steve Hedges) knowledge of the financial market is exemplary and savings that you helped us make way offset the charges incurred. We both felt at ease and were confident that your advice would be beneficial to us." - Grateful clients

"I'd really like to recommend Stuart Logan of Orchard House IFAs, who has just come to give us some financial advice. This is the third time we have used Stuart. As usual, he has offered some really interesting and useful advice, and we have been really impressed every time we have used him." - Happy clients

At Orchard House, our clients' satisfaction is our top priority. Browse through our testimonials to learn more about the experiences of our valued clients and business partners.

Join the Orchard House Family Today

Orchard House offers financial planning and advice for people and businesses across Berkshire, Buckinghamshire, Hampshire, Hertfordshire, Oxfordshire, Surrey, and beyond. Contact us today to discuss your financial needs and goals. Let our experts guide you towards financial well-being and stability.