Terry Orchard

Consultant: Terry Orchard
Reference: 138/TO

Thorpe Bay, Essex

After a career in the British Army, I worked for 12 years in the city of London for various major insurance companies involved with group pension planning and, later, personal financial planning. In this time I became an associate of the Chartered Insurance Institute and obtained membership of the Life Insurance Association. From 1992 until 2012 I worked as an independent financial adviser, dealing with both individual and corporate clients and, in particular, running financial planning seminars for teachers who were members of the NASUWT. In 2013 (having not particularly enjoyed semi retirement!), I decided to take up a position with Accord advising clients on the legal aspects of estate planning. This would include constructing valid Wills, arranging Lasting Powers of Attorney and advising on various Trusts to mitigate the effects of both means testing for home care fees and potential Inheritance Tax liabilities. With many years of training and experience of business (and life generally), I feel I am ideally placed to be able to offer quality, impartial advice in the highly important area of estate planning.

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