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Find out more about us and meet the team below.
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Committed Financial Planner, Tom Morgan, had a vision to build a business that goes beyond the conventional financial advice model. From this, Orca Wealth was born to provide enhanced value to clients across the UK.
Your financial well-being is our priority, and we are dedicated to helping you achieve financial success and peace of mind. From investment management to retirement planning, our qualified planners collaborate with you to create a roadmap for your future aspirations.
Do you want to formulate, enhance, and secure your financial future? The best way to do this is by establishing a personal relationship with a trusted planner, who regularly assesses your financial plan and updates it to align with the changes in your life. This is exactly what Orca Wealth can do, as we understand that life happens, things change.
Our qualified financial planners will revisit your plan every year. You’ll also get 24/7 access to see and monitor the progress of your investments with us online.
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Having been in financial services since 2011, Tom is a highly experienced and well-known Financial Planner. When he’s not at work he enjoys spending time with his young children and playing his guitar whenever he can.
Emily keeps everything running smoothly behind the scenes, everything from operations to office management. When she’s not doing this, you will find her entertaining the kids or walking the dog!
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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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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