Business Details
44 Years
experience
Independent Financial Advisers in Henley-on-Thames
Orchard House is a dedicated firm of Independent Financial Advisers (IFAs) with a strong commitment to providing tailored financial planning solutions. Established in 1982, our team of experts operates across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey, and beyond, offering impartial advice to businesses, individuals, and vulnerable clients. Our independence from product providers allows us to focus solely on your needs, ensuring recommendations are personalized and free from bias.We pride ourselves on building long-term relationships, underpinned by transparency, expertise, and a deep understanding of financial markets. Our services span investment advice, pension planning, tax strategies, estate planning, and employee benefits, supported by a client-first ethos and rigorous regulatory compliance. With decades of collective experience, our advisers are equipped to navigate complex financial landscapes, delivering clarity and confidence to clients at every stage of life.
Services
Financial Planning
Investment Advice
Pension Planning
Tax Planning
Estate Planning
Insurance
Mortgage Advice
Equity Release
Employee Benefits
Corporate Financial Planning
Details
- Year established: 1982
Highlights and features
- We offer over 40 years of combined experience in financial planning and investment advice.
- Our independence ensures unbiased recommendations tailored to your unique circumstances.
- We prioritise client protection through rigorous regulatory compliance and transparency.
- Our team includes specialists in pensions, tax planning, and vulnerable client support.
- We provide holistic financial strategies aligned with your long-term goals and well-being.
Associations and certifications
- Financial Conduct Authority
What people say
Exemplary market knowledge
Personal touch
Curious and helpful
Relief on complex issues
Confidence in advice
Services
Financial Planning
We develop comprehensive financial plans tailored to your life goals, risk tolerance, and financial circumstances. Our approach integrates investment management, tax efficiency, and retirement strategies to ensure long-term stability. Clients benefit from ongoing reviews and adjustments to adapt to changing market conditions or personal situations.
Pension Planning
Our pension specialists design strategies to maximise retirement income while minimising tax liabilities. We advise on workplace pensions, auto-enrolment compliance, and enhanced group schemes for businesses, alongside personal pension solutions for individuals seeking secure post-retirement finances.
Investment Advice
We offer bespoke investment solutions aligned with your financial objectives and risk profile. Our expertise spans equity markets, fixed income, and diversified portfolios, with a focus on long-term growth and capital preservation through dynamic market analysis.
Estate Planning
Our specialists provide guidance on wealth transfer, inheritance tax mitigation, and trust structures. We collaborate with legal experts to ensure your estate is distributed according to your wishes while optimising tax efficiency for beneficiaries.
Corporate Financial Planning
We assist businesses with employee benefits, tax-efficient remuneration structures, and succession planning. Our services include pension scheme design, group risk insurance, and strategic financial advice to enhance business resilience and employee retention.
People
Julian Yolland
Director
With over 40 years in financial services, Julian founded Orchard House in 1982. He specialises in investment advice for retirement planning and has a passion for Baroque music. He ensures the firm maintains its independent ethos.
Damian Oke
Adviser
Damian has 20+ years of experience in mortgages and financial planning. He holds qualifications in equity release and mortgage advice. His approach combines professionalism with clear communication, focusing on long-term client relationships.
Helen Fraser
Vulnerable Client Specialist
Helen specialises in financial planning for pre-retirees and vulnerable clients. She holds advanced qualifications in pensions, long-term care, and equity release. Her empathetic approach helps clients navigate complex financial decisions with confidence.
Stephen Hedges
Financial Adviser
Steve has two decades of experience in personal and corporate financial planning. He provides advice on retirement, investments, and mortgages, combining technical expertise with accessible explanations to empower client decision-making.
Stuart Logan
Investment Specialist
Stuart specialises in tax planning and pensions, with expertise in equity release. A former athlete, he brings analytical rigour to financial strategies, focusing on long-term client relationships and tailored investment solutions.
Questions
What areas do Orchard House serve?
We operate across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey, and surrounding regions, with advisers available for home visits.
Are Orchard House regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 433181.
What qualifications do your advisers hold?
Our team holds advanced qualifications including DipPFS, Cert CII, and specialist certifications in pensions, equity release, and tax planning.
Can you help with vulnerable client needs?
Yes, we specialise in financial planning for vulnerable clients, including care fees planning, power of attorney support, and long-term care insurance.
Do you offer corporate financial services?
We provide employee benefits, pension schemes, and business succession planning for companies of all sizes.
How are investment risks managed?
We assess your risk tolerance and market conditions to create diversified portfolios, with regular reviews to adjust strategies as needed.
