Orchard Financial Planning - Kendal
Address: 4 Main St, Endmoor, Kendal LA8 0EU, United Kingdom.
Phone: 1539567129.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Orchard Financial Planning
⏰ Open Hours of Orchard Financial Planning
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Orchard Financial Planning: A Comprehensive Overview
For individuals and families seeking expert financial planning guidance, Orchard Financial Planning stands as a reliable and highly-regarded resource. Located at 4 Main St, Endmoor, Kendal LA8 0EU, United Kingdom, this firm offers tailored solutions designed to help clients achieve their long-term financial goals. With a demonstrated commitment to client satisfaction and a consistently high average opinion of 5/5, Orchard Financial Planning is well-positioned to assist those in the Kendal area and beyond.
About Orchard Financial Planning
Orchard Financial Planning specializes in providing comprehensive financial planning services. They operate under the core principle of understanding each client's unique circumstances and objectives, crafting personalized strategies that align with their individual needs. The firmâs approach emphasizes proactive planning, risk management, and investment strategies, all aimed at fostering financial security and prosperity. Their services extend to retirement planning, investment management, inheritance tax planning, and estate planning. They prioritize building strong, trusting relationships with their clients, ensuring clear communication and ongoing support throughout the entire process.
Location and Accessibility
The firmâs physical address is 4 Main St, Endmoor, Kendal LA8 0EU, United Kingdom. This location offers convenient access for clients in the Kendal and surrounding communities. Notably, Orchard Financial Planning has invested in ensuring accessibility for all clients. The business boasts a wheelchair-accessible car park, facilitating easy arrival for those requiring assistance. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to inclusivity and comfort. General amenities such as a toilet are also provided. Appointments are strongly recommended to guarantee dedicated time and personalized attention, allowing the financial planners to fully understand the client's needs.
Services Offered
Orchard Financial Planning offers a wide array of services, including:
- Retirement Planning: Assistance in determining the best strategies for a comfortable retirement, considering factors like savings, investments, and government benefits.
- Investment Management: Personalized investment portfolios designed to align with risk tolerance and financial goals.
- Estate Planning: Strategies for managing and distributing assets according to individual wishes, minimizing inheritance tax and ensuring a smooth transition.
- Inheritance Tax Planning: Proactive planning to mitigate inheritance tax liabilities and preserve wealth for future generations.
- Financial Goal Setting: Collaborative process to define and prioritize financial objectives, such as purchasing a home, funding education, or achieving financial independence.
- Cash Flow Management: Analysis and strategies for optimizing personal finances and improving financial stability.
Client Feedback and Reputation
Orchard Financial Planning has garnered positive feedback from its clients, as reflected in its 2 reviews on Google My Business, each receiving an average rating of 5/5. These reviews consistently highlight the firmâs professionalism, expertise, and dedication to client success. Clients appreciate the personalized service, clear explanations, and proactive approach to financial planning. The high ratings underscore the firmâs commitment to delivering exceptional results and building lasting client relationships. The consistent praise suggests a strong emphasis on building trust and providing value-driven advice.
Contact Information
For inquiries or to schedule an appointment, clients can contact Orchard Financial Planning at Phone: 1539567129. The firmâs website is currently unavailable, but this information is readily accessible.
Key Features & Benefits
| Feature | Description |
|---|---|
| Accessibility | Wheelchair-accessible car park and toilet facilities. |
| Expertise | Dedicated financial planners with extensive knowledge and experience. |
| Personalized Service | Tailored financial plans designed to meet individual needs. |
| Client Focus | Strong emphasis on building trust and providing ongoing support. |
In conclusion, Orchard Financial Planning provides a valuable service to individuals seeking professional and reliable financial guidance. Its commitment to accessibility, combined with its experienced team and client-centric approach, makes it a recommended choice for those prioritizing sound financial planning. The consistently positive feedback and high ratings further solidify its reputation as a trusted advisor within the Kendal community.
👍 Reviews of Orchard Financial Planning
