We pride ourselves on a valuable, competitive and cost-effective solution to Financial Planning. You deserve clarity and value every step of the way.

Partner with financial planners that have transparency at the forefront of everything we do. Rest assured, there are no hidden costs or surprises when you choose Orca Wealth.

When thinking about your ongoing costs, it’s important to look at all the fees you pay, not just the cost of your ongoing advice. According to the Financial Conduct Authority (FCA) the average cost a typical client pays on their investments is 1.90% per annum for everything. This includes platform provider, fund manager fees and ongoing advice.

At Orca Wealth, we are proud to say that typically our clients pay around 1.30% per annum for everything, an average saving of 0.60% per year. On a £500,000 portfolio, this is a saving of £3,000 a year for example. Our mission is simple, we want more in the pot for you so you can achieve your goals faster.

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