Orchard Independent - Financial Advisers in Edinburgh
Call us on 0845 145 0037
 
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About Orchard Independent

A dedicated team of Independent Financial Advisers who work to develop long term relationships with our clients. We ensure our clients' financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small.

How we work...

When we first meet, we will usually start off by discussing your aims and needs in general before going on to conduct a thorough financial review.

Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities, what should be done and when.

Director

Jon Carter CertPFS
Financial Conduct Authority reference JPC00040

 

Statement of Professional Standing

People must be approved by the Financial Conduct Authority before giving financial advice. You can check if this person is approved by the Financial Conduct Authority to give advice by going to www.fca.org.uk/register and searching with their Financial Conduct Authority individual reference number shown above.

The Chartered Insurance Institute (CII) has issued this statement to the above named adviser. The CII has checked that the adviser meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).



Orchard Independent Ltd is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (http://www.fca.org.uk/register) under 150643.

Orchard Independent Ltd.  12 Dalziel Place, Edinburgh, EH7 5TR. Telephone - 0131 620 6202.

Registered in Scotland - Company No. SC355263

The guidance and/or advice contained within this website is/are subject to the UK regulatory regime and is/are therefore primarily targeted at consumers based in the UK.

Director - Jon Carter