Nicola Orchard

Nicola Orchard

Orchard Wealth Limited

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Winchester
View location

Verified since: June, 2016

5 out of 5

92 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 December 2024

  • 8

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 16 January 2024

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nicola

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.

£375,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k 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

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Mortgage value

£0-100K£100-250K£250-500K£500-750K£750K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Nicola

Are you a client of Nicola? Write your own review
Repeat review

by a verified client in Dorset

7 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

I had some difficulty setting myself up for possible tax self-assesment and Nicola was able to advise me.

Repeat review

by a verified client in Hampshire

12 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Nicola has continued to provide me with financial planning and pension advice.

Repeat review

by a verified client in Hampshire

18 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Nicola continues to give good advice regarding our investments and future planning.

Repeat review

by a verified client in Hampshire

25 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Discussed managing our changing needs, put to gather some forecasts so I was able to more clearly understand how my portfolio would change if I made certain changes.

Repeat review

by a verified client in Hampshire

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Nicola has always given myself and wife sound and professional advise

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