Our team of experienced advisers use their technical knowledge and expertise to help our clients make the right financial choices.
Providing reassurance every step of the way, our dedicated advisors all have a genuine desire to support our clients in making the right choices. To ensure high standards are maintained, our advisors all hold FCA recognised qualifications and attend regular CPD programmes. Our Financial Planners and Mortgage Advisers are supported by a strong team of administrative staff who ensure all business is processed smoothly and efficiently.
Dawn Wood
Financial Planner
Having worked initially in accounting and then progressing into financial advice to become a Financial Advisor, Dawn has worked consistently with finance and property throughout her career. Dawn recently acquired shares in Orchard Financial Management and is committed to growing the business.
Matthew Anderson
Financial Planner
Matthew has spent the majority of his career working in Financial Services, after graduating from University. In his role as a Financial Planner, he provides holistic advice in a wide range of areas, such as Pensions, Investments, Protection and Estate Planning.
Gary Smith
Chartered Financial Planner
Gary is a Chartered Financial Planner and has worked in financial services for 25 years. He provides personal and comprehensive financial planning advice to his clients, helping them find practical solutions to the financial issues that concern them the most. Putting the client firmly at the centre of everything I do is core to his […]
Kayleigh Young
Client Relationship Assistant
After graduating from Bedfordshire University, Kayleigh worked for Kent County Council as an administrator for the finance team and latterly as a client transport co-ordinator for KCC. Kayleigh is now valued member of our Client Relationship Team.