Tom Orchard

Tom Orchard

Associate Adviser and Business Manager

01722 338801

Professionally

Tom joined the company in 2006 after spending five years working for a local pension provider. He has been a qualified Independent Financial Adviser since 2013 and has over 17 years’ experience in financial services.

Tom specialises in retirement planning and investment advice. He also advises on mortgages & protection and is our auto-enrolment pension expert.

Personally

Tom is a self-confessed ‘petrol head’ and avid Formula 1 fan.

When he’s not keeping up with the sport, he enjoys taking the family for days out and meeting up with friends.

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 Tom’s entry on the FCA Register by clicking here.

You can view Tom’s SPS by clicking here.

Tom in the spotlight

My proudest moment as a financial adviser was:

Helping a recently-bereaved widow plan her future without her husband. She was fortunate to benefit from the pay out of a life assurance policy, but had no idea whether this money would last her. We built a financial plan with a sensible and thoroughly stress tested withdrawal policy. She’s now much more confident in her future and only needs to increase her hours at work if she wants to, not because she has to.

The things I love most about my job are:

Meeting new people, building a great team of colleagues and making a difference to people’s lives.

On an ideal weekend, you can find me:

Enjoying a family trip to the beach or the woods on the Saturday, followed by a BBQ at home with friends. I’d then clean the car on Sunday morning and relax watching the F1 race on Sunday afternoon. Perfect!

My favourite holiday is:

Camping in the UK, the children love it!

I turn the radio up when they play:

Almost any kind of dance music.

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

Being a backseat racing driver from the comfort of my own sofa!

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

Anything stodgy and chocolatey!

The three people at my dream dinner party would be:

Ayrton Senna, Brian Cox and David Attenborough.

Diploma in Regulated Financial Planning

Diploma in Financial Planning

Certificate in Financial Planning

Certificate in Life & Pensions

Certificate in Mortgage Advice and Practice


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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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