Partner, Chartered Financial Planner

Jonathan Orchard is a Partner and Chartered Financial Planner at Old Mill, based in Wells. He works closely with individuals, families, and business owners, helping them navigate complex financial decisions and build confidence in their future. Jonathan is passionate about providing clear, practical advice that enables clients to make informed choices and achieve their long-term personal and financial goals.

With extensive expertise in financial planning and wealth management, Jonathan supports clients through key life events, including retirement, business exits and wider wealth planning decisions. He combines technical knowledge with a highly personal approach, helping clients bring structure and clarity to their financial affairs. By focusing on what matters most to each individual, Jonathan helps clients use their wealth to create the future they want, while giving them confidence and peace of mind along the way.