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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5pm

Orchid Financial Services Ltd

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Orchid Financial Services Ltd

Welcome to Orchid Financial Services Ltd. As Independent Professional Financial Advisers we offer advice on a broad range of products and services.

Welcome to Orchid Financial Services Ltd

As Independent Professional Financial Advisers we offer advice on a broad range of products and services to meet a multitude of financial needs. The Company, based in Peterborough, has over 40 years of combined experience in Financial Services dealing with both Personal Financial Planning and bespoke Financial Services to the Business Community. We offer

affordable solutions and a simple and easy to understand approach, servicing a client bank from East Anglia and the Midlands, to London and the South East.

05/11/2024

We are excited to welcome our attendees today as they join us along with Taylor Rose and Azets for a FREE seminar titled ‘Start, Scale, Sell - Business Growth after the Budget.’

Attendees are either just starting their business, looking to grow, or planning their exit, this seminar will provide valuable insights on running their businesses efficiently, protecting their legacy, and incorporating guidance from the recent budget changes.

As they learn about essential legal, accounting, and financial strategies, including incorporation options, tax efficiencies, and operational improvements. Attendees will explore insights from the recent budget, highlighting new opportunities and considerations for business owners, while also discovering key steps for a successful exit or sale to ensure their future is protected. This comprehensive roadmap will equip business owners at every stage of their journey, covering strategies for maximising growth and safeguarding both personal and professional futures.

We cannot wait to see you there from 9:30am to 12pm at the Delta Marriot Peterborough, Lynch Wood Business Park

04/11/2024

Our in-person seminar is happening tomorrow, and we can’t wait to see you there!

Haven’t booked your spot yet? We have limited spaces available and will keep the booking link open until 5pm tonight. Once we reach capacity, the link will close. If you’d like to join us, don’t miss out! Join Orchid Financial, Taylor Rose, and Azets for our seminar titled: ‘Start, Scale, Sell - Business Growth after the Budget’ Click the link below to secure your place before it’s too late!

No matter where you are on your business journey whether you’re just starting out, aiming to grow, or planning your exit. This FREE seminar offers valuable insights to help you run your business efficiently, protect your legacy, and navigate the latest budget changes.

We will provide a comprehensive roadmap for business owners at every stage. From launching or expanding your business to preparing for a successful exit, you’ll receive expert guidance on legal, financial, and accounting considerations. This includes choosing the right incorporation options, maximising tax efficiencies, and safeguarding your assets.

As your business matures, we’ll cover strategies for driving growth, improving operational efficiency, and ensuring your financial legacy is secure. When it comes time to exit or sell your business, we’ll also walk you through the critical steps to ensure both your personal and professional futures are protected.

While the seminar is free, booking is still required to secure your place. Simply use the Eventbrite link below to guarantee your attendance at our FREE seminar. Don’t miss out!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

01/11/2024

Our FREE seminar is taking place on Tuesday! We cannot believe how quickly this has come around!

🚀 Join Us for an Informative Seminar - Start, Scale, Sell - Business Growth after the Budget’ 🚀

Are you ready to take your business to the next level?

Our upcoming seminar will cover a range of critical topics designed to help you navigate the financial, legal, and accounting aspects of running a successful business.

Financial Insights
✅ How can you protect your business value through Keyman and share purchase protection?
✅ Are you maximising available tax reliefs and generating tax benefits while growing your business?
✅ How can you use your business to build future retirement income and explore retirement options for your pension fund?
✅ What strategies can you implement to extract profits without incurring high tax rates and effectively invest corporate funds?

Legal Considerations
✅ Why is it important to understand Shareholder Agreements for start-ups with multiple shareholders?
✅ How can you ensure strong commercial contracts are in place as your business grows?
✅ What are the different legal structures available for selling or exiting a business, and how can you explore them effectively?

Accounting Essentials
✅ How can you evaluate business structures and their tax implications for your organisation?
✅ What strategies can you learn to effectively incentivise employees to drive growth within your business?
✅ Are you aware of the tax impacts of a business sale, and what planning opportunities are available to you?

Plus, you’ll also EXPLORE INSIGHTS FROM THE RECENT BUDGET! Discover new opportunities and considerations that could significantly impact your business strategy moving forward.

Don’t miss this opportunity to gain valuable knowledge and insights that can help secure your business’s future! Reserve your spot today and take the first step toward achieving your business goals!

Although these realities may seem daunting, it's common to postpone addressing them. However, delaying action could pose risks, especially considering the unpredictable nature of the future.

Don't miss this opportunity to secure your business's future and protect you, your business, and your staff!

Join us on Tuesday 5th November 2024, at Delta Hotels by Marriott Peterborough. Come prepared to learn and ask any questions you may have.

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

31/10/2024

5 days to go until our FREE seminar titled ‘Start, Scale, Sell - Business Growth after the Budget’

Are you aware of the different business structures and their associated tax considerations?

Understanding how your chosen structure affects your tax obligations is crucial for effective financial planning and compliance.

Join us at our upcoming seminar to gain valuable insights into how various business structures such as sole proprietorships, partnerships, and corporations can impact your tax situation. Our expert Craig Tolliday from Azets will explain the nuances of each structure and provide practical tips on choosing the one that best aligns with your business goals.

Have you considered the tax impacts of a business sale?

Selling a business can have significant tax implications that may affect your overall financial outcome. We will dive deep into the potential tax consequences of selling your business and explore strategic planning opportunities to help you maximise your returns. Our knowledgeable speaker Craig Tolliday from Azets will share actionable insights and best practices for navigating this complex process.

Don’t miss this chance to enhance your understanding of business structures and tax considerations.

Secure your place today and take a crucial step toward making informed decisions that will benefit your business now and in the future!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

30/10/2024

Are you seeking effective ways to incentivise your employees and drive business growth?

Join us at our upcoming seminar, where our experts from Azets will delve into innovative employee incentivisation strategies that can enhance both motivation and performance within your team. In today’s competitive business landscape, a dedicated and engaged workforce is essential for achieving sustainable financial growth.

Our experts will share valuable insights on how to create a compensation structure that aligns with your business objectives while also improving your bottom line. We’ll discuss various accounting-friendly incentivisation methods, such as performance-based bonuses, profit-sharing plans, and tax-efficient benefits, and how these can positively impact your financial performance.

Learn how to tailor these strategies to fit your organisation's unique financial situation and discover best practices for effectively implementing them while maintaining compliance with relevant regulations. This seminar is an excellent opportunity to gain practical knowledge that can help optimise your workforce and financial outcomes.

Don’t miss this chance to empower your employees and enhance your business’s financial health.

Reserve your place today and take a crucial step toward developing a motivated and productive work environment!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

29/10/2024

1 week to go until our FREE seminar titled ‘Start, Scale, Sell - Business Growth after the Budget’

Are you considering selling or exiting your business? Do you understand the different legal structures that can be used to facilitate a successful exit?

Join us at our upcoming seminar, where we’ll dive deep into the various legal options available for exiting a business. Whether you’re looking to sell your business outright, pass it on to a family member, or explore other exit strategies, understanding the right legal structure is crucial for maximising your returns and ensuring a smooth transition.

Our experts from Taylor-Rose will provide valuable insights into the pros and cons of each legal structure, including asset sales, share sales, and mergers. We’ll also cover important considerations, such as tax implications and the impact on your future financial security.

This seminar is an excellent opportunity to equip yourself with the knowledge you need to make informed decisions about your business exit. Don’t miss this chance to secure your financial future.

Reserve your spot today and take a significant step toward a successful exit!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

28/10/2024

Is your business on a growth path? Have you ensured that your commercial contracts are strong enough to support that growth and protect your business?

As your company expands, having robust commercial contracts in place becomes more crucial than ever. These agreements set the foundation for successful partnerships, help manage risk and ensure that all parties involved are clear on their roles and responsibilities. Without solid contracts, you could be leaving your business vulnerable to disputes, delays, or costly legal issues that could derail your growth plans.

Join our upcoming seminar to learn why having the right commercial contracts in place is key to scaling your business effectively. Our experts will guide you through what to include in your contracts and how to tailor them to your specific needs, ensuring your business is set up for success as it grows.

Don’t miss this valuable opportunity! Reserve your spot today and take the next step toward protecting and growing your business!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

25/10/2024

Did you know that Shareholder Agreements are vital for companies with two or more shareholders?

These agreements not only protect your business but also define the rights, responsibilities, and obligations of each shareholder, ensuring clear communication and minimising disputes down the road.

At our upcoming seminar Taylor-Rose will dive deep into the importance of having a solid Shareholder Agreement in place. You’ll learn how it can safeguard your company’s future, outline what happens in the event of a shareholder’s exit and protect your interests in times of conflict or major business changes. Whether you're just starting out or managing a growing business, this is crucial knowledge every business owner needs.

Secure your spot today and gain expert insights into how a well-structured Shareholder Agreement can help ensure the long-term success of your business!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

24/10/2024

Craig Tolliday – Partner at Azets one of our speakers at our upcoming seminar

Craig has been working at Azets since 2008 and qualified as a Chartered Tax Adviser after moving to our Peterborough office in 2014.

During his time in practice, Craig has managed portfolios with a wide variety of personal and corporate clients, including high net worth individuals and large corporate group structures. In addition to overseeing the tax compliance, Craig also manages a large amount of the agricultural client base at Peterborough and Cambridge. He also provides bespoke tax planning advice on several areas as well as contributing to a nationwide tax helpline.

During the seminar, Craig will cover all stages of the business lifecycle—whether you're starting out, seeking growth, or considering selling or exiting. He will dive into key topics such as business structures and tax implications, employee incentivisation, the tax impacts of a business sale, and valuable planning opportunities along the way.

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

23/10/2024

Do you know the difference between annuity and drawdown? 🤔
Both are important options for accessing your retirement income, but which one is right for you and your business?

Join us at our free seminar to learn more about these two strategies and how they can help you secure a comfortable retirement. We’ll explore the benefits of both approaches and offer expert insights to help you make the best choice for your financial future.

Don’t miss this opportunity to gain valuable knowledge and take control of your retirement planning!

And that’s not all! Along with Taylor Rose, and Azets we will guide business owners through starting, growing, and exiting a business efficiently. Learning about legal, accounting, and financial strategies, including incorporation options, tax efficiencies, operational improvements, and securing your financial legacy. You'll also explore insights from the recent budget, highlighting new opportunities and considerations for business owners. Plus, discover key steps for a successful exit or sale, ensuring your future is protected.

Reserve your spot today!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

22/10/2024

2 weeks to go until our FREE seminar titled ‘Start, Scale, Sell - Business Growth after the Budget’

Have you booked your space yet?

Join us for a completely free seminar where we’ll cover two important strategies for business owners:

1. extracting profit without paying high rates of tax and investing corporate funds effectively.
2. Learn how to maximise your profits while minimising your tax liability and discover smart ways to invest your business’s surplus funds to fuel future growth.

These are just two of the many key topics we’ll be discussing at our seminar, designed to help you make informed decisions that improve your financial outlook. Whether you're looking to extract profits more tax-efficiently or explore investment opportunities, this seminar will offer valuable insights tailored to your business needs.

Reserve your spot today and take control of your financial future!

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

21/10/2024

Nicholas Johnson – Partner (Corporate Commercial Department) At Taylor Rose

Nicholas is a Partner at Taylor Rose in the Corporate Commercial team, primarily serving clients in Cambridgeshire.

He qualified as a solicitor in 1995 with a leading City law firm and has since gained extensive experience in the city, internationally, and with regional firms. Nicholas has also held an in-house role at a major City bank.

Academically, Nicholas holds a BA (Hons) from King’s College London, an MSc (Econ) from the London School of Economics, and an MBA from Oxford University.

Specialising in corporate, commercial, and banking and finance law, Nicholas is passionate about supporting entrepreneurs and owner-managers, particularly with business sales, complex share issues, buybacks, and commercial contracts.

During the seminar, Nicholas will discuss the critical importance of shareholder agreements, how well-crafted commercial contracts can drive business growth, and the various legal structures available for a successful business exit.

📅 Date: Tuesday 5th November 2024
⏲️ Time: 9:30am arrival & refreshments, 10am to 12noon seminar
📍 Location: Delta Hotels by Marriott, Peterborough Business Park, Lynch Wood, Peterborough, PE2 6GB.

🌐 Reserve your spot, visit: https://www.eventbrite.co.uk/e/start-scale-sell-business-growth-after-the-budget-tickets-1043934916437

Address

Thorney Lakes, English Drove, Thorney
Peterborough
PE60TJ

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5pm

Telephone

+443300244244

Website

http://www.orchidfinancialservices.com/

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