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.

Stage 2 – Planning

We will then complete our planning stage. We use state-of-the-art cashflow forecasting to create financial projections, modelling different scenarios in order to establish how far you are from achieving your objectives.

Stage 3 – Analysis

Next, we compose a review of your current situation and compare the suitability with your objectives. We have the latest analysis software at our fingertips, ready to provide you with client-friendly reports highlighting areas for improvement.

Stage 4 – Recommendation

Once we’ve constructed our plan and recommendations, we will go through them with you step by step to explain the reasons behind the decisions. You will receive a full written report detailing our analysis and illustrating the potential benefits of any recommendations we have made.

Stage 5 – Implementation

If you decide to proceed with our recommendations, we will guide you through any application processes, arrange all the required paperwork, liaise with the product providers on your behalf and make the transaction as smooth as possible.

Stage 6 – Ongoing Service

We are committed to building long-term relationships with our clients; we therefore offer ongoing services to regularly review your finances and ensure that our recommendations remain appropriate for your potentially changing needs and objectives.

Testimonials

“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. We are not talking about vast sums, so don't be put off. Their professional but friendly way of doing business has kept me on a very happy footing since and never once have I felt badly advised - not the case with some friends of mine. Always with their client in mind my portfolio of funds has grown at a rate far higher than any individual could hope for. Retirement with a solid financial background is an area I could only have dreamt of. I would have no hesitation in recommending Annetts & Orchard, the sooner you start the better life will be.”

Patrick, Blandford

A client since 2004

“I would like to thank Annets & Orchard for helping me review my pension policies and for your honest advice of how I should reinvest my ISA when it reaches maturity. I thank you especially for helping to rearrange my Critical Illness and Life Assurance policy. You made a very sensitive subject a lot less painless with your professionalism, friendliness and understanding of my changed circumstances. You also have a good sense of humour, which helps as most of the things we had to sort through were quite heavy going for me.”

Dean, Marnhul

A client since 2013

“I have used Annetts & Orchard for the last five years. During this time, they have assisted me with a first-time mortgage and more recently a mortgage for my new house, as well as home insurance for both. House buying is extremely stressful, but I felt that this was one less thing I needed to worry about. Annetts & Orchard found the best product for me and the whole process from start to finish was as seamless as possible. I would not hesitate in engaging their services again in the future.”

Jonathan, Southampton

A client since 2010

“I have been with Annetts & Orchard since 2008: I needed mortgage advice, and they were recommended to me by a trusted colleague. As my personal circumstances developed and my financial needs have changed over the years, the team have advised me on a range of pension and investment issues, and I feel I now have a solid financial plan in place. What I value is how Annetts & Orchard take the time to understand my needs and explore different solutions with me - I feel in control of my financial future but with the support and guidance of experts.”

Dr P Hornsby, Wokingham

A client since 2008

“I wanted to send a private message to say that, for what it is worth, I have worked for hundreds of companies over the last seven years whilst here - the biggest compliment I can give you and your company is that if someone came to me to ask for a recommended company for advice, you would be top of the list by a long, long way.”

Oliver, Winchester

A professional connection

“I was recommended Annetts & Orchard by a colleague who found their helpful and professional approach both useful and reassuring. I have certainly also found this to be the case. Looking to invest savings while ensuring a safe future for my family, I find that the team make uncomplicated and appropriate suggestions. They are never pushy and most importantly listen. I am very comfortable leaving them to handle my investment portfolio.”

Shona, Salisbury

A client since 1998

“My husband had just died aged 50 and I required a sympathetic and professional approach. I couldn't have asked for a better team. They were knowledgeable, efficient and kind. Without a doubt they helped reassure me and reduced my stress. Since 2011, the team have been attentive and willing to discuss any concerns I may have. The investment choices have done well for me. I would highly recommend them to anyone requiring financial advice.”

Gail, Harlow

A client since 2011

"Annetts & Orchard have provided excellent financial advice and support to my 97-year-old aunt for some time. By providing sound financial help and making the investments on our behalf, we were freed from the worry and burden of decision making. I can therefore thoroughly recommend Annetts & Orchard, as I have seen for myself the excellent service they have provided to my aunt over a number of years."

Fran, Salisbury

A client since 2008

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

Stage 1 – Initial Meeting & Information Gathering

Testimonials

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