Who we are
At Orion Financial Management Ltd, we believe in building long term, mutually beneficial relationships with our clients. This is achieved through working closely with our clients to produce individually tailored solutions to help meet their financial requirements, as they change, throughout the various phases of their lives. We recognise that many of our clients share similar concerns and aspirations. However, we also know that every client is unique.
A personal touch, attention to detail, discretion, and integrity are the hallmarks of our service proposition.
Whether you are at the beginning of your financial journey, and are focussed on wealth building or borrowing, or are at the end of your financial journey and are now focussing on enjoying the fruits of your labour, we are confident that we can assist and design a financial solution to suit you.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
