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Orchard Financial Planning Ltd
       
 
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Additional information
 
Orchard Financial Planning Ltd
 
 
Overview: 

Orchard Financial Planning Ltd is a small, professional and dedicated company based in Endmoor, conveniently situated close to the M6 motorway at junction 36. We aim to give our customers the best independent financial advice and service possible.

Conveniently located on the border of three counties – Cumbria, Lancashire and North Yorkshire we provide independent financial advice to both personal and business customers.

We find our customers prefer the personal touch a small company like ours can offer and with whom we enjoy a relationship based on mutual trust and loyalty.

We have a reputation for explaining the complexities of financial planning in a way that is easily understood. Our aim being that our clients make informed decisions.

As we are independent we have access to the financial services market place to source the product and solution most suited to your circumstances.

We have a wide range of experience dealing with:
Savings and Investments
Pensions and Retirement Planning
Inheritance Tax Planning
Mortgages
Family Protection
Business Protection
History: 

Orchard Financial Planning was established by Stephen Dobson in 2006 and became a limited company in July 2008.


 
 
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