At Orion Financial Management Ltd, we believe in building long term, mutually beneficial relationships with our clients. This is achieved through working closely with our clients to produce individually tailored solutions to help meet their financial requirements, as they change, throughout the various phases of their lives. We recognise that many of our clients share similar concerns and aspirations. However, we also know that every client is unique.
A personal touch, attention to detail, discretion, and integrity are the hallmarks of our service proposition.
Whether you are at the beginning of your financial journey, and are focussed on wealth building or borrowing, or are at the end of your financial journey and are now focussing on enjoying the fruits of your labour, we are confident that we can assist and design a financial solution to suit you.
Helping you to attain your personal financial goals, and to make the most of your own resources, we can assist in areas including, but not limited to:
- Building and preserving capital for a specific purpose
- Retirement planning
- Mortgages - residential or buy to Let*
- Personal or Corporate Protection - Life Insurance, Critical Illness, Income Protection
Planning for a secure future for yourself, your family, or your business is a crucial step; Let us help you take it.
*Some buy to let mortgages are not regulated by the Financial Conduct Authority.