Top 5 specialisms:
Pensions, Investment Planning, Life Assurance, Inheritance Tax, Financial Planning - Personal
Qualifications:
Associateship Examination, Advanced Financial Planning Certificate, Certificate in Mortgage Advice, Chartered Financial Planner, Personal Financial Planning, Business Financial Planning, Pensions
Years as a regulated adviser:
15
Remuneration method:
Either
FSA Registration Number:
479342 (Check this)
Orchard Financial Planning Ltd is a small, professional and dedicated company which aims to give its customers the best independent financial advice and service possible. Our approach is to build and maintain good working relationships through communication, trust and honesty. Our aim is to give each client ongoing advice tailored to their own unique situation.
Orchard Financial Planning was established by Stephen Dobson in 2006 and became a limited company in July 2008.
Stephen has worked in the financial industry since 1988 and became a practicing financial adviser in 1994.
Over the years Stephen has gained a wealth of qualifications the most prestigious being the Chartered Financial Planning status awarded in 2007.
He is also an Associate Member of the Chartered Insurance Institute (ACII) and holds the Advanced Financial Planning Certificate (AFPC). Conveniently located on the border of three counties – Cumbria, Lancashire and North Yorkshire we provide independent financial advice to both personal and business customers.
We find our customers prefer the personal touch a small company like ours can offer and with whom we enjoy a relationship based on mutual trust and loyalty.