A financial planner will take into account many factors when giving you advice. Each person's current situation and goals for the future will be different. Consequently, the advice that is right for one person will not necessarily suit another. At Orchard House (IFAs) Ltd we will begin by discussing with you in detail your current situation then moving on to find out about any expectations you have for the years to come.

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Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used by us to provide you with details of services and products in writing, by email or by telephone.

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