Expert independent financial advice

Orb is fully authorised to provide independent financial advice for people from any background and at any level of an organisation.

We specialise in the provision of Employee Benefits advice to Employers. We also have have dedicated teams providing solutions for Healthcare and Group risk needs.

We employ fully qualified, highly experienced specialists who can provide workplace-based advice to your staff.

We can also offer independent advice on a stand-alone 'private client' basis or in conjunction with any of our other services.

These are just a few of the areas we can advise on:

  • Investments
  • Mortgages
  • Life cover
  • School fees
  • Healthcare
  • Income protection
  • Retirement planning

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The FSA does not regulate some forms of mortgage, education fees planning, tax planning or inheritance tax planning.

Orb is a trading name of Orb Financial Services Limited which is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452.

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