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DIVE INTO
FINANCIAL
FINANCIAL
FREEDOM
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We are Financial Planners. We can help you design the life you really want and show you how to make it happen.
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We build financial plans based on your biggest aspirations, recommend the most appropriate investment vehicles to help you achieve them and then provide you with the ongoing support to make sure you stay on track. All of this is done on a completely Independent basis because we work for you – no one else.
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A no obligation, no fee chat for us to get to know you and you to get to know us. We want to know where you are at on your journey and all about your future dreams, objectives and aspirations for you and your family. You will leave this call knowing whether we are the right financial planners for you, what the next steps are and what our costs are.
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A meeting (or 2!) all about you, where you are now and where you want to be. We want you to really articulate your financial objectives to us, don’t be afraid to dream big. We’ll also need information on your current assets, liabilities, savings and investments so please have these ready. Finally, we’ll discuss risk and assess how comfortable you are with it. We’ll leave this meeting with all the information we need to build your unique financial plan.
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Now the exciting bit! This is where we present to you your unique plan so you can see if you are on course to meet your objectives, or what can be done to steer you closer to them. This will focus on a detailed cashflow model looking into the future so you can see what financing your dream lifestyle looks like and how much you’ll need to make it a reality. With this information and your plan agreed we can then recommend suitable investments and products to help make this dream a reality.
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Life happens, things change. A plan is no use unless it is reviewed and adjusted where appropriate. We will support you all the way, revisiting your plan and your investments every year to make sure you stay on track. But it’s not just once a year you get our help, we are always on hand if anything changes or you need advice, we're just a phone call away. You’ll also get 24/7 access to see and monitor the progress of your investments with us online.
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Whether you’re at the early stages of building wealth, getting ready to retire, are already retired or wish to focus on later life planning, we have the expertise to help.
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We believe that fees shouldn’t be complicated or hidden away, that’s why we are completely transparent and tell you our fees up front.
Based in Birmingham, Orca Wealth was founded by dedicated Financial Planner Tom Morgan who strived to create a business where he could deliver more value to his clients outside of the traditional financial advice model. Hear from Tom himself here…
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It all starts with the plan, this is the roadmap to get you where you want to go. When it comes to our investment philosophy, we don’t believe in stock picking or trying to beat the market.
Instead, we follow a low-cost ‘Evidence-Based’ investment strategy so you can capture market returns and grow your wealth faster by avoiding unnecessarily high fees. ‘Evidence-Based’ investing is the process of making decisions based on decades of research and historical data. Rather than looking at short-term market trends or the current climate, it’s an approach rooted in the long-term observation of markets.
Investments carry risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
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Our team is dedicated to providing personalised financial planning solutions tailored to your needs.
Don’t just take our word for it, take a look what our clients have to say.
Click the button to view our testimonials.
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Thomas has continued to provide excellent advice with regard to pension income and savings so that I can ensure I have an enjoyable retirement. He takes the time to explain everything fully and I have every confidence in him.
Thomas has continued to provide excellent advice with regard to pension income and savings so that I can ensure I have an enjoyable retirement. He takes the time to explain everything fully and I have every confidence in him.
Tom was empathetic, listened and helped us plan a more well thought out financial future. Tom is always there at the end of the phone or email and makes you feel that nothing is too much trouble.
Thomas has always ensured that he has given me the most up to date and relevant information and guidance in respect of my investments. He is such a lovely, trustworthy person and so extremely well informed and helpful.
Tom has been great, helping us to sort and understand our pensions and investments in terms we can understand. He has also been available when anything new has cropped up, answering our questions promptly.
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Orca Wealth Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Orca Wealth Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 1007211.
Registered Address: 182 Worcester Road, Bromsgrove, Worcestershire, B61 7AZ. Registered in England & Wales No.: 10064270
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
©Orca Wealth. All rights reserved.
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