Orbit Financial Planning
Initial consultation free
Independent
I have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
We can advise you on
Clients
helped
helped
135
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Richard Walker-Gunns
Director, Independent Financial Planner
What our clients say
m
Marcel
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I wanted to set up a pension and...
j
Julia
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 I had AVCs in pension schemes some of which required me to decide what to do with them as I approached the age of...
p
Peter
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to initially look for an adviser?
I was due to retire and wanted to...
r
Roger
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to initially look for an adviser?
Age - 66!
How has Richard...
p
Paul
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0
What could they have done better?
I do not think anything could better a perfect result.
What were the...
s
Stephen
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What could they have done better?
I personally don't think you could have done anything better, i'm very...
Compliance
Orbit Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Orbit Financial Planning Ltd is entered on the FCA register (<url hidden> ) under no. 1003028. Registered office: Mills House, Mills Way, Boscombe Down Business Park, Amesbury, Salisbury, Wiltshire, SP4 7RX. Registered in England and Wales Number: 14995439
Legal information
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