Client journey

We understand that our clients have individual needs and requirements. Our approach is therefore very flexible and will be tailored to suit you.

Our advice process will be formed around the following five stages:

Stage 1 – Initial Meeting & Information Gathering

Our initial meeting is a chance for us to get to know each other. Whether our meeting is in person, via telephone, email or online, we will help identify your requirements and objectives. We will gather your personal and financial information to get a full picture of your current circumstances and your desired objectives. We will explain how our service works and the potential costs involved.

    Click here to read our privacy policy.

      Click here to read our privacy policy.

      Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

      Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

      The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

      Click here to read our privacy policy | cookie policy