Retirement Ready

FOR THE NEXT EXCITING STAGE IN YOUR LIFE

You’ve worked hard throughout your life, and you deserve to enjoy your retirement free of financial worry.
But it can be a daunting thing to plan for, and something that brings with it many questions:
’What will I do?’ ‘Do I have enough to last for the rest of my life?’ ‘Will I be OK?’

We’re here to help answer those questions, support you through this transition period and put your mind at ease.
Starting with where you are now, we explore what life ideally looks like in this next stage: your priorities, your values and your needs.
Once clearly defined, we can lay the way forward to achieving it, without impacting your financial health.
Together we’ll build a plan to ensure you won’t outlive your money, and that you’ll always have enough to support your lifestyle.

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?

We have developed a complete set of white papers that
can answer any difficult questions you may be asking yourself.
LET'S GO

Don’t just take our
word for it . . .
“See what our clients
have to say”

VIEW ALL OUR TESTIMONIALS

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”.

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.”

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.”