Your Portal

our people

search people

Jonathan Orchard (CFPTM Chartered MCSI FPFS)

Chartered Financial Planner, Private Client, Wells


Jonathan Orchard has worked in the profession for 15 years and has a wealth of financial planning knowledge to offer his clients. He is passionate about the need to build a trusted long term working relationship and enjoys seeing the impact a truly bespoke financial planning experience has on his client’s lives.  

Jonathan has achieved the highest available qualifications in the profession and is highly competent and experienced in all areas of financial planning. He particularly takes great pleasure in helping clients in every age group to meet their longer term aspirations and plan for the future.

He has a passion for travelling and has a variety of hobbies including scuba diving, long distance running and golf.

< back