Business Owners & Executives
In operation since 2005, Orca Financial specialise in managing small to medium sized companies financial needs.
Ranging from retirement planning to succession planning. Have you ever thought about the following:
What happens your family and business in the event of your death?
What happens your business in the event of a serious illness or long term disability of you or a partner of the company?
What happens the shares of the company in the event of a death of one of the shareholders?
Do you know the exact date you can retire?
Do you have a buy or sell agreement in place?
What have you done to retain your key employees?
How can I help my key employees prepare for retirement?
Why choose Orca Financial?
At Orca our approach is simple; it’s not all about the money. Yes, we deliver expert financial advice and we have a team full of proficient individuals that can provide information on pensions, investments and tax. But, what it’s really all about, is YOU.
We want to know your worries, your dreams, your aspirations and your ambitions. Then we’ll use our experience, knowledge and expertise to make it financially possible to provide you with the peace of mind and confidence to go and live the life you want. We believe that the Orca Financial Planning Team and our clients are one big family with common goals and a shared vison of the future.
Need more information?
can answer any difficult questions you may be asking yourself.
Don’t just take our
word for it . . .
“See what our clients
have to say”
“I have used Orca Financial on both a business and personal basis, in the areas of Insurance and Pensions for a number of years and have found their delivery of service consistently of the highest quality. I believe that as a result of their work for me I have both saved money and made money. I would unhesitatingly recommend Orca to any potential customer”.
“We approached Stephen and John at Orca Financial about our company pension scheme a number of years ago and Orca provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received.”
“I have used Orca Financial on both a business and personal basis, in the areas of Insurance and Pensions for a number of years and have found their delivery of service consistently of the highest quality. I believe that as a result of their work for me I have both saved money and made money. I would unhesitatingly recommend Orca to any potential customer.“