Annetts & Orchard

read morePaul is a founding partner of the business, having started Annetts & Orchard with Peter Annetts (who has 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. He can often be found out on the golf course with friends, spending time with his grandchildren and doing whatever he's told to help with his wife and daughter's horses.

read moreCharles joined Peter and Paul in 1988 after a successful career as Building Society Branch Manager. He has been an Independent Financial Adviser for over 28 years. Charles specialises in investments, pensions, mortgages and life protections. He is passionate about helping his clients make important decisions about their financial planning. His hobbies include listening to music (particularly jazz - especially when accompanied with a craft ale!), reading autobiographies and photography. All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS).

read moreWill joined us in 2015 as our Financial Services Administrator; his interest in financial services was sparked after spending a few years working for a national pensions provider. Will is an avid gym-goer and enjoys being outdoors, be that walking, running, cycling or simply spending a nice afternoon in the garden with his wife and family. Doing all of the following in no particular order: going out for drinks with friends (preferably remaining in a state where I can still enjoy the rest of the weekend), a BBQ with my wife and family, a walk along Christchurch beach and watching at least one Harry Potter film.

read moreDan is our Insurance Administrator, specialising in car and house insurance. He provides quotes and renewal documents to our clients, processes adjustments to policies and takes claim information. He is the latest member of the Orchard family to join the team, having been with us since 2012. Helping a very upset lady deal with a claim on her house insurance following a burst water pipe. She was so pleased to have someone on her side acting in her best interest. I've never had a client so grateful for my help!

read moreWe 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. We believe strongly in providing an honest service that has the best interests of clients at heart. Being independent allows us to adhere to this belief; we have total freedom to work directly for you, recommending products and providers that truly match your needs. We strive to be clear about everything, from the fees that we charge to the scope and scale of how we work with you.

read moreFor over 35 years, we have provided financial advice that puts integrity, transparency and clarity at the forefront. Our advisers are highly-qualified and experienced, and supported by a dedicated administration team who ensure all our processes run as smoothly as possible. As a freelance photographer, finances in life can be precarious. Never able or inclined to delve into the world of stock markets or areas other than the standard offer from banks and building societies. I was recommended to Annetts and Orchard, who around 2004 started to advise me and handle any monies that I had available.