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annetts & orchard - financial advisers & insurance brokers salisbury home who we are what we do our team financial planning insurance contact blog more client area providing honest, unbiased and independent advice for over 30 years why we do what we do there are a number of reasons; the fundamental one being the strong relationships we form with our clients. this allows us to help our clients to make better financial decisions. our business was established over 30 years ago, and some of our clients have been with us from the beginning. being able to provide financial advice over such a long term means that we get to know our clients well, and witness first-hand the value that we add and the difference we make to their lives. each member of our team plays a vital role in the happiness of our clients, making each day as satisfying as the last. we love what we do, and we take pride, not only in the fact that we’ve built a rich history of client relationships, but that we’ll be able to do it for many years to come. ​ who are we we are annetts & orchard; a team of independent financial advisers and insurance brokers based in salisbury in wiltshire. for over 30 years, we have provided independent financial advice that puts integrity, reliability and professionalism at the forefront. we have three core values that sit at the heart of everything we do: integrity, transparency & clarity. these ensure that our solutions will be as complicated as necessary, but as straightforward as possible. we are proud to be independent. put simply, it means that we are not owned by any financial institution or life insurance firm. this ensures that we have total freedom, working directly for our clients, and offering them products and providers that truly match their needs. our values are who we are, and we strive to be as clear about everything; from the fees that we charge, down to the scope and scale of how we work with you. being upfront from the start ensures that no costs are hidden, and you don’t encounter any unpleasant surprises at any point in the process. we provide a refreshing, transparent way of working, giving our clients the chance to plan their future, whilst ensuring that the present is worry-free. ​ what we do we help clients plan for their future so that they can concentrate on enjoying the present. some of our clients require very specific problems solving, and we are equipped to provide advice for a wide range of issues. others, however, require us to go deeper, and address their financial worries as a whole. to do this effectively, financial planning is crucial. generally, when people think of financial advice, they see it as solving a specific problem at a particular point in time. financial planning takes a more comprehensive approach to a client’s needs, focusing on their goals and ambitions. a good analogy of this is a road trip. if you were driving to, let’s say southern italy, you would need a plan in place for: • how to get there • the obstacles you may encounter along the way • anything that might go wrong these are more important than the smaller, trivial decisions, such as whether you choose an audi or a bmw to take you there. in the same vein, a financial product or investment solution is only going to be useful to a client if they have a reason why, and a financial plan in place. we achieve this by getting to know our clients, taking time to understand their current lifestyle, and more importantly, the one they aspire to lead in the future. once we have established their goals for the short, medium and long term, we can put a plan in place to help them be accomplished. no two clients are the same, which means that no two financial plans will be either. our financial planning process ensures that a unique plan is developed, tailored to fit the needs and requirements of the client. it is also reviewed regularly, and reviewed to ensure that it adapts to the changing requirements of our clients over the course of their lives. meet the team paul orchard dippfs paul is a founding partner and set the business up with peter annetts (since retired) in 1984. paul specialises in retirement planning and often works together with tom to give retiring clients the best of both worlds; experience and longevity! he also advises on investments and commercial insurance. paul is a keen football fan and active member of his local football club, although you're more likely to find him on the pool table than the football pitch nowadays. charles jordan dippfs cemap charles joined peter and paul in 1988 after a successful career as building society branch manager. he specialises in mortgage, protection and investment advice and also advises on pensions. charles enjoys music in general but particularly jazz, especially when accompanied with a craft ale! tom orchard dippfs cemap tom joined the company in 2006 after spending five years working for a local pension provider and has clocked 17 years in financial services already. tom specialises in retirement planning alongside paul plus investment advice. he also advises on mortgages & protection and is our auto enrolment pension expert. tom is a bit of a 'petrol head' and avid formula one fan. on the rare occasion his young children give him an afternoon off he will be found tinkering with his land rover. lucy mundy lucy is office manager and also manages our insurance department. she has been with us for 17 years now. lucy enjoys gardening and spending time with her family. dan orchard dan is a personal insurance administrator specialising in house and car insurance. dan is the latest orchard to join the firm, with us now since 2012. dan is a bit of a movie buff and amateur photographer. will sharpe dippfs cert smp cert cii (er) will is the most recent member of our team to join us, starting in may 2015. will currently manages the administration of the financial advice department while studying for his exams and learning how to become a financial adviser himself. will is a keen gym member and currently very busy planning his wedding! let's talk! annetts & orchard is a trading name of annetts & orchard insurance brokers, authorised and regulated by the financial conduct authority. financial services register number 136445 full details of the financial ombudsman service can be found on its website at www.financial-ombudsman.org.uk annetts & orchard 31 castle street salisbury wiltshire sp1 1tt [email protected] ​ tel: 01722338801 webmaster login privacy notice - use of your data

URL analysis for annettsandorchard.co.uk

http://www.annettsandorchard.co.uk/insurance
http://www.annettsandorchard.co.uk/privacy-notice
http://www.annettsandorchard.co.uk/blog
http://www.annettsandorchard.co.uk/financial-advice
http://www.annettsandorchard.co.uk/contact
http://www.annettsandorchard.co.uk/client-area
financial-ombudsman.org.uk

Whois Information

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Domain name:
annettsandorchard.co.uk

Data validation:
Nominet was not able to match the registrant's name and/or address against a 3rd party source on 13-Mar-2018

Registrar:
Namesco Limited [Tag = NAMESCO]
URL: http://www.names.co.uk

Relevant dates:
Registered on: 15-Jan-2000
Expiry date: 15-Jan-2020
Last updated: 13-Mar-2018

Registration status:
Registered until expiry date.

Name servers:
ns0.phase8.net
ns1.phase8.net
ns2.phase8.net

WHOIS lookup made at 21:34:53 19-Nov-2018

--
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Copyright Nominet UK 1996 - 2018.

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  REFERRER http://www.nominet.org.uk

  REGISTRAR Nominet UK

SERVERS

  SERVER co.uk.whois-servers.net

  ARGS annettsandorchard.co.uk

  PORT 43

  TYPE domain

DOMAIN

SPONSOR
Namesco Limited [Tag = NAMESCO]
URL: http://www.names.co.uk
Relevant dates:

  CREATED 15-Jan-2000

  CHANGED 13-Mar-2018

STATUS
Registered until expiry date.

NSERVER

  NS0.PHASE8.NET 81.88.63.114

  NS1.PHASE8.NET 85.233.160.68

  NS2.PHASE8.NET 85.233.164.62

  NAME annettsandorchard.co.uk

DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:
Copyright Nominet UK 1996 - 2018.
You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at https://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REGISTERED no

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