Daniel Minsky

“My family's financial future is in safe hands with The Orchard Practice

Joanna Grankin

“Working with Josh means I feel hugely more secure about my financial future.

Maureen Byrne

“Josh keeps everything simple; he doesn't use financial jargon.

Charles & Joanne Bloom

“We feel very safe and secure about our financial future knowing Josh is guiding us

Paul & Sandra Burns

“The Orchard Practice have given us the confidence that we can enjoy our retirement when the time comes

Sally Wilds

“Josh has made me feel much more positive about my future

Growing together

Award-winning financial planning for every stage of life

Who we are

We’re a family-owned team of financial planners based in Elstree & Borehamwood. Established in 1997, we use our experience and expertise to support our clients in achieving their financial and lifestyle goals.

Whether it’s help with retirement planning, mortgages, investments or business protection, when you work with us you’ll always have an expert at hand.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Meet our team

What we do

We provide financial planning and support for individuals and business owners, making sure both you and your finances are well looked after and working in your best interests.

We offer a wide range of services, from investment management and mortgage advice to life insurance and retirement planning. Whether you’re 37 or 73, we’re here to help.

What we do

Who we work with

We work with people who want to plan and protect their financial future. Whatever age you are, we can help you achieve your financial and lifestyle goals.

The Orchard Practice profile

Read our online reviews

Our clients regularly review us on Vouchedfor, the UK’s leading customer review site for financial planners. Click the VouchedFor badge to find out what they have to say.

What our clients say

We ask for feedback – and we act on it. We’re always on the lookout for new ways to help our clients achieve the best life possible.

93%

of our financial planning clients would recommend us to others.

100%

of our mortgage clients would come back to us for their next mortgage.

Our awards

Professional Adviser New Talent Awards Administrator of the Year 2020 – Finalists
Boring Money - 2021 Highly Commended
Family Wealth Report – Family Business of the Year 2021 – Finalist
Moneyfacts – Tax and Estate Planner of the Year 2021 – Finalists
Moneyfacts – Protection Adviser of the Year 2021 – Finalists
Moneyfacts – Tax and Estate Planner of the Year 2020 – Shortlisted
Moneyfacts – Tax and Estate Planner of the Year 2019 – Commended
Moneyfacts – Protection Adviser of the Year 2019 – Shortlisted
MoneyAge – Equity Release Broker of the Year 2021 – Shortlisted
MoneyAge The Mortgage Awards 2021 – Best Buy-to-Let Broker
MoneyAge – Small Broker of the Year (Southern Regions) 2021 – Shortlisted
MoneyAge – Best New Homes Broker of the Year 2021 – Shortlisted
MoneyAge – Overall Broker of the Year (Southern Regions) 2021 – Shortlisted
MoneyAge – Micro Firm of the Year 2020 – Shortlisted
MoneyAge – Micro Wealth Management Firm of the Year 2020 – Shortlisted
MoneyAge – Wealth Management Firm of the Year 2019 – Shortlisted
MoneyAge – Mortgage Adviser or Mortgage Broker of the Year 2019 – Shortlisted
MoneyAge – Micro Firm of the Year 2019 – Shortlisted
MoneyAge – Best Mortgage Adviser 2019 – Shortlisted
VouchedFor Top Rated Adviser 2021
VouchedFor Top Rated Adviser 2020
VouchedFor Top Rated Adviser 2019