Who we work with

As a family business, we have the advantage of longevity; we are able guide you and your family through big life events over the years, from securing a mortgage to crossing the retirement finish line.

We are based in Salisbury, and many of our clients live in the wider Wiltshire area.

Most of the people we work with fall under one of the following categories:

Major life events

You’re currently going through a major life event, such as a divorce, bereavement or inheritance, and are wondering how to maintain your financial security.


Focused on retirement

You’re in your 50s or early 60s and focused on achieving the lifestyle that you’ve worked so hard over the years to secure.


Ready to retire

You’re in your late 50s or 60s and ready to retire, but you want to ensure your finances are organised before you cross the finish line.


We also offer:

Mortgage advice

You’re a first-time buyer, a house mover or simply looking for a better deal and want independent advice that will ensure you get the best mortgage for you.


Mortgage capacity reports

If you are going through divorce or separation proceedings, you will likely need a mortgage capacity report.


Insurance advice

You’re looking to protect your business, family or possessions and want insurance that will provide all-important peace of mind at the best price.


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      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.

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