About the Business

Currently going through the St. James’s Place Financial Adviser Academy, which I’m due to complete on the 7th November, after which point I’ll be trading as a self-employed Financial Planner. I’ll be working with the team at Orchard Financial Associates based out of the Growth Hub in Cirencester. Orchard Financial Associates are a Partner Practice of St. James’s Place. My focus will be on supporting individuals and business owners to achieve their life goals by putting in place a financial plan, using a range of investment, retirement and protection solutions, and then working closely with clients to ensure it remains on track.

Previously, I had worked within the SJP head office for almost 17 years in the Investment team, supporting the large network of SJP advisers across the country with expertise and consultancy regarding the SJP investment approach and range of solutions.

Get in touch

Phillip Bunton

orchardfinancialassociates.co.uk

40 Tetbury Street, Minchinhampton, Stroud, GL6 9JH

Visit our LinkedIn