Orchard Financial Advisers Limited

• Principal Place of Business

  2

  St James Court

  Bridgnorth Road

  Wollaston

  Stourbridge

  DY8 3QG

  UNITED KINGDOM

  Phone

  +4401384847484

  Web

  https://www.orchardfa.co.uk

• Complaints Contact

  2

  St James Court

  Bridgnorth Road

  Wollaston

  Stourbridge

  DY8 3QG

  UNITED KINGDOM

  Phone

  +4401384847484

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Retail (Non-Investment Insurance), Non-investment insurance contracts

• Alix Perry

  IRN AXF00389

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
• Benjamin Perks

  IRN BXP00072

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Responsible for Insurance Distribution (since 5 Sep 2022)
  • Responsibility for MCD Intermediation (since 5 Sep 2022)
  • [PRA CF] Key function holder (since 10 Dec 2021)
  • SMF3 Executive Director (since 10 Dec 2021)
  • SMF16 Compliance Oversight (since 10 Dec 2021)
  • [FCA CF] Benchmark submission and administration (since 10 Dec 2021)
  • [FCA CF] Significant management (since 10 Dec 2021)
  • [FCA CF] Proprietary trader (since 10 Dec 2021)
  • [FCA CF] Material risk taker (since 10 Dec 2021)
  • [FCA CF] Manager of certification employee (since 10 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2021)
  • [FCA CF] Client dealing (since 10 Dec 2021)
  • [FCA CF] CASS oversight function (since 10 Dec 2021)
• James Stephen Richardson

  IRN JSR00034

  • [FCA CF] Functions requiring qualifications (7 Nov 2023 to 5 Sep 2025)
• Jonathan Richard Hoult

  IRN JRH00087

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Client dealing (since 1 Jun 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Jun 2022)
• Kim Gray

  IRN KXH01354

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Nov 2025)
• Lance Flowers

  IRN LXF00160

  • [FCA CF] Functions requiring qualifications (8 Mar 2024 to 23 Jan 2026)
• Leanne Mary Cartwright

  IRN LXC00711

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Nov 2025)
• Lucy Elizabeth Billingham

  IRN LXD00096

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Client dealing (since 4 Apr 2022)
  • [FCA CF] Functions requiring qualifications (since 4 Apr 2022)
• Richard Michael Trigg

  IRN RMT00022

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
  • [FCA CF] Functions requiring qualifications (6 Apr 2023 to 21 Mar 2024)
• Roger Donald Woodall

  IRN RDW00016

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 3 May 2022)
  • [FCA CF] Client dealing (since 3 May 2022)

No changes recorded yet.