0330 038 8938
Based in Winchester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2016
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Nicola has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Nicola
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Nicola has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Nicola
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 8 first impressions)
I strongly believe in offering a professional yet personal service, building long term relationships based on trust, professionalism and expertise. I prefer to meet clients face to face and take the time to truly understand their priorities and aspirations. I will meet clients on a regular basis to adapt plans to meet changing circumstances if desired. I am fully independent and can advise on products across the whole of the market which enhances the service offer. I specialise in advising high net worth clients covering areas such as investments, pension planning, lending, protection and inheritance tax planning. I can also help you review existing plans to ensure they are still suitable and are helping you achieve your financial goals. Orchard Wealth Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA does not regulate Inheritance Tax Planning. Firm reference number 487395. This can be verified by visiting The Financial Services Register here. Registered in England and Wales. Registration number 6650476.
Offers available through VouchedFor
Contact Nicola through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Nicola's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.