Family & Career Building Years

This life stage can traditionally be one of the most financially challenging. Whilst your income has no doubt improved, you will typically have more liabilities. This may be also the first time you’ve started seriously thinking about your future and receiving Financial Planning.
Specifically, the most common areas of advice during this life stage will be:

Purchasing your first home
Protecting your family
Replacing income in the event of losing your job, or being unable to work
Planning for your children’s education
Saving for your future

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.

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Stephen Coates

“Both myself and my father have been clients of Orca Financial for the past ten years and have had the pleasure of working with both Stephen and John for life cover, pensions, and finance. they have an in-depth knowledge of the financial business and have given us both the best advice and planning you could get. I cannot recommend Orca highly enough and have recommended them to all my colleagues and friends. We hope to do business long into the future.”

Declan Gray

“I always felt I was just a number when I had my investment portfolio with one of the larger institutions, that was until I started dealing with John. Yes, we all want the best return on our investments, but let’s be honest, you never get to really use it until a long way down the road and I’d rather feel appreciated along the way. The advice and feeling I received from Orca no longer made me feel like I was just earning somebody else a commission. I felt special, regardless of what I had accumulated. Moving to Orca was the best decision I ever made.”

Denise Munnelly

“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.”