Reference Number. 67827
Add Listing : Edit Listing : Upgrade

Orchard Financial Planning

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. Conveniently located on the border of three counties Cumbria, Lancashire and North Yorkshire we provide independent financial advice to both personal and business customers. 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). Stephen''s other qualifications include:

Orchard Financial Planning
Aldcliffe, Vicarage Lane, Burton in Kendal
Carnforth
Lancashire
LA6 1NW
Tel: Click Here for Phone Number

Business insurance, contractor insurance, professional indemnity, public liability insurance

Business insurance, contractor insurance, professional indemnity, public liability insurance


To upgrade your business listing - See Upgrade Options »

Keywords - Retirement - Pensions - Investments - Life assurance - ISA

Retirement
Pensions
Investments
Life assurance

Information provided by UK Small Business Directory

Orchard Financial Planning are listed in; Financial Services Listings : Financial Services Directory : Financial Services in Lancashire : Financial Services in Carnforth : Lancashire Business Directory : Carnforth Business Directory

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. Conveniently located on the border of three counties Cumbria, Lancashire and North Yorkshire we provide independent financial advice to both personal and business customers. 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). Stephen''s other qualifications include:

V1