Paul Orchard

Paul Orchard

Senior Adviser & Partner

01722 338801

Professionally

Paul 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.

Personally

Paul loves football, cricket and rugby (watching, not playing!).

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. He is also secretary of his local football club, a role he enjoys immensely.

Importantly

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). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Paul’s entry on the FCA Register by clicking here.

You can view Paul’s SPS by clicking here.

Paul in the spotlight

My proudest moment as a financial adviser was:

A lady came to me very upset after suddenly losing her husband at a relatively young age. She didn’t have a clue about her financial position, how to deal with probate or what her income would be going forward. I held her hand throughout the whole process and helped her make sense of her finances. Witnessing her relief when the process was completed and seeing her understand how secure her future actually is was hugely rewarding.

The things I love most about my job are:

Firstly, every day is different and so is every client. Secondly, I enjoy helping clients understand and fulfil their goals in life. Finally, being a part of our client’s lives throughout their various life stages and transitions is incredibly rewarding.

On an ideal weekend, you can find me:

At my local football club marking the lines, being linesman, helping behind the bar and enjoying the club spirit.

My favourite holiday is:

A golfing trip to Spain with a few good friends (although, if my wife asks, it’s our regular stays in Bournemouth!).

I turn the radio up when they play:

Anything by Adele.

If I could turn any activity into an Olympic sport, I would win a medal in:

I’m told I can ‘talk for England’.

When the dessert menu arrives, I’m looking for:

Profiteroles.

The three people at my dream dinner party would be:

My ex-business partner Peter Annetts (no one can tell a story like he does!), David Lloyd (Bumble) and Peter Allis.

Diploma in Regulated Financial Planning

Diploma in Financial Planning

Financial Planning Certificate

Certificate in Life & Pensions

Award in Long-Term Care Insurance


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Annetts & Orchard is a trading name of Annetts & Orchard Insurance Brokers, authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Insurance Brokers on the FCA register (FCA number 136445) by clicking here. Registered in England & Wales. Registered Office: 31 Castle Street, Salisbury, Wiltshire, SP1 1TT.

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.

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