Nicola Orchard

Nicola Orchard

Orchard Wealth Limited

Nicola's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 5 )

Pensions ( 66 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 42 )

Investments and Savings ( 62 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 14 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 26 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 14 )

£100k - £200k ( 5 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

Repeat review

by a verified client in Hampshire

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Advised on pension and investing in stocks and shares ISA.

Repeat review

by a verified client in Hampshire

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Update on my pension.

Repeat review

by a verified client in Hampshire

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Adjusted pension income for the better plus taking advantage of tax free lump sums and providing a revised plan for the future.

Repeat review

by a verified client in Hampshire

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

Yes.

Repeat review

by a verified client in Dorset

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nicola Orchard helped you since your last review?

I had some difficulty setting myself up for possible tax self-assesment and Nicola was able to advise me.