About Us

Meet the Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Jon Carter

Director & Independent Financial Adviser

0131 6206202

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Jon is a fully qualified Independent Financial Adviser and set up Orchard Independent in 1997 after working as a tied adviser for Abbey Life and Royal SunAlliance.

PROFILE

Fraser Loudon

Mortgage & Protection Adviser

0131 6206202

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In addition to his MA Hons in Accountancy & Finance, Fraser passed the CEMAP qualification and has been the dedicated Mortgage and Protection Adviser for Orchard Independent since 2017, working closely with clients to help achieve their goals and protect their families.

PROFILE

Claudia Carter

Mortgage & Protection Adviser

0131 6206202

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Claudia joined Orchard Independent in May 2021, training to become a Mortgage & Protection Adviser.

PROFILE

Jackie Power

Office Manager

0131 6206202

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Jackie joined Orchard Independent in 2014 and stops at nothing to ensure the smooth operation of the day to day business, providing support to our team, our clients and the third parties that we deal with on a regular basis.

PROFILE

Jacqui Calderwood

Mortgage & Protection Case Manager

0131 6206202

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Jacqui joined our team in 2016 and always has a warm and friendly welcome for everyone.

PROFILE

Susan Dewar

Mortgage & Protection Case Administrator

0131 6206202

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Susan joined Orchard Independent in 2019 and works part-time ensuring the smooth running of our mortgage and protection administration from submission through to completion. 

PROFILE

Michelle Hutton

Client Review Support

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Michelle previously worked in the voluntary sector as a Personal Assistant however decided to have a change in her career and join the financial sector, joining Orchard Independent in 2014. 

PROFILE

Pauline Carter

Client Review Support

0131 6206202

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Pauline joined the team in 2020 as Client Review Support.

PROFILE
STOCK DATA
Value Move %
FTSE 100
7518.35 53.55 0.717
FTSE 250
20065.59 141.48 0.71
FTSE 350
4183.88 29.76 0.716
FTSE All Shares
4149.88 29.54 0.717
Dow Jones
32654.59 431.17 1.338
Nasdaq
11984.522 321.731 2.759

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