FINANCIAL
MANAGEMENT SERVICES

Orwell Securities Ipswich - one of the most respected
IFA companies in East Anglia.

WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Established in 1978 by Peter Haig-Thomas as Independent Financial Advisors (IFA) since the inception of the Financial Services Act in April 1988, Orwell Securities Ipswich provides a bespoke financial planning service. The team are proud that the company never advertises its services, instead relying on referrals from a wide range of satisfied clients and professional connections.
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Steve Henry
Steve Henry FPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISOR
Jan Needle
Jan Needle
OFFICE MANAGER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
A colleague of Peter Haig-Thomas from early Norwich Union days, Peter has been with Orwell Securities since 1988. He has been instrumental in building up the company's corporate pension portfolios and has a wealth of experience in this area. He works with a number of high net worth clients providing a bespoke financial planning service.

catch@oslifa.co.uk
01473 214012
Steve Henry
Steve Henry FPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISOR
Jan Needle
Jan Needle
OFFICE MANAGER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Steve Henry
Steve Henry FPFS
DIRECTOR
Steve worked for both General Accident Life and with Prudential Holborn before joining Orwell Securities in 1996. He takes an active role in investment proposition and asset allocation for clients through a number of recognised planning tools and meetings with fund managers. Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society, one of only a handful in Suffolk.

sh@oslifa.co.uk
01473 214012
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISOR
Jan Needle
Jan Needle
OFFICE MANAGER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Kim Daley
Kim Daley DipPFS
DIRECTOR
Kim joined Orwell Securities in 1995 having previously worked in the banking industry. During this time she has studied and obtained the relevant qualifications to become a Financial Planning Consultant and was appointed a Director/Shareholder in 2006. Kim was mentored by Peter Haig-Thomas in the early days working closely with him and his clients for a number of years. She is qualified to give advice on pensions, investment, life assurance, mortgages and equity release.

kim@oslifa.co.uk
01473 214012
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Steve Henry
Steve Henry FPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISOR
Jan Needle
Jan Needle
OFFICE MANAGER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Neil Bolton
Neil Bolton DipPFS
ADVISER
Neil has worked in the financial services sector for over 20 years and has been an Independent Financial Adviser since 2000, joining Orwell Securities in 2009. He specialises in offering advice and guidance in all areas of pension and retirement planning, savings, investments and life assurance and holds the Diploma in Financial Planning. Clients especially appreciate his "jargon free" approach to all things financial.

neil@oslifa.co.uk
01473 214012
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Steve Henry
Steve Henry FPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Jan Needle
Jan Needle
OFFICE MANAGER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Jan Needle
Jan Needle
OFFICE MANAGER
Jan has worked for Orwell Securities since 2002, starting as a part-time administration assistant and working her way up to Office Manager. Her previous background is in group pensions administration and this experience has been significantly broadened over the years to include group risk, individual pensions and investments. She is now responsible for running the general office with all the myriad of skills required!

jan@oslifa.co.uk
01473 214012
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Steve Henry
Steve Henry FPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISER
Allan Claydon
Allan Claydon
TECHNICAL SUPPORT MANAGER
WHO WE ARE
OUR PEOPLE ARE OUR GREATEST ASSET
Jan Needle
Allan Claydon
TECHNICAL SUPPORT MANAGER
Allan joined Orwell Securities in 2016 as the Technical Support Manager, providing a wide range of paraplanning, technical and administrative support. Since leaving university in 1998, he has worked exclusively for various Independent Financial Advisers firms, both on a small scale and nationally, gaining a great deal of experience in Pensions, Investments and Life Assurance.

allan@oslifa.co.uk
01473 214012
Peter Catchpole
Peter Catchpole DipPFS
DIRECTOR
Steve Henry
Steve Henry FPFS
DIRECTOR
Kim Daley
Kim Daley DipPFS
DIRECTOR
Neil Bolton
Neil Bolton DipPFS
ADVISER
Jan Needle
Jan Needle
OFFICE MANAGER
OUR SERVICES
SUSTAINABLE GROWTH FOR OUR CLIENTS
Our core values remain the same today as they were when the company started: quality, integrity and professionalism. These values underpin everything we do and ensure that our clients' interests are at the heart of our business.
What we offer
We are committed to providing a bespoke independent advice service to all our clients.
Pricing
Fees incurred with us will depend on the service you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis.
Treating customers fairly
Treating customers fairly is fundamental to our business and guides our approach to clients, providers and regulators alike. All our clients will receive the highest level of quality advice.
OUR SERVICES
SUSTAINABLE GROWTH FOR OUR CLIENTS
What we offer
The range of advice offered by Orwell Securities Ipswich includes retirement planning, investment planning, taxation and trust issues and life and health assurance. With funds under management now exceeding £330 million, Orwell Securities Ipswich has embraced new technologies in order to maintain our quality service.

We are not prepared to compromise our service and are therefore committed to providing totally independent advice without favour to any investment house or life office.
Pricing
Fees incurred with us will depend on the service you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis.
Treating customers fairly
Treating customers fairly is fundamental to our business and guides our approach to clients, providers and regulators alike. All our clients will receive the highest level of quality advice.
OUR SERVICES
SUSTAINABLE GROWTH FOR OUR CLIENTS
Pricing
There are two options which clients can choose from in order to remunerate for the cost of our advice. These are:

  • Pure fees: you meet the cost of advice by invoiced payments based on a management fee or a flat transaction fee.
  • Adviser charge: this is similar in nature to pure fees but the adviser charge can be generated through the investments.

We strongly believe that there should be no cross subsidy of advice between clients. We will of course provide you with a full explanation of our fees prior to any work being carried out.
What we offer
We are committed to providing a bespoke independent advice service to all our clients.
Treating customers fairly
Treating customers fairly is fundamental to our business and guides our approach to clients, providers and regulators alike. All our clients will receive the highest level of quality advice.
OUR SERVICES
SUSTAINABLE GROWTH FOR OUR CLIENTS
Treating customers fairly
Orwell Securities Ipswich is committed to always putting your interests first. If we are unable to provide you with the service you need, we will notify you immediately and refer you to other professionals if appropriate.

We will always explain our costs and charges at the very first opportunity. Renumeration will never influence our advice.

All our advisors are suitably qualified to provide technically accurate advice. All communications from you will be answered promptly with due care and attention. Should you have a complaint, it will be dealt with seriously, sympathetically and in a timely manner.
What we offer
We are committed to providing a bespoke independent advice service to all our clients.
Pricing
Fees incurred with us will depend on the service you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis.
CONTACT US
TO MAKE AN ENQUIRY CALL 01473 214012
If you would like to discuss our services in further detail, please do get in touch.
osl@oslifa.co.uk
CLEVELAND HOUSE   5 SORREL HORSE MEWS   IPSWICH   SUFFOLK IP4 1LN