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

Daniel Minsky

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

Our accreditations

Our accreditations are recognition of the high level of technical competence and service we provide our clients. Working with The Orchard Practice means you can feel secure, knowing that your needs are being taken care of by dedicated, skilled and ethical professionals.

PFS Associate firm

The Orchard Practice is an Associate Firm with the Personal Finance Society. The Personal Finance Society is a part of the Chartered Insurance Institute, the professional body for the financial planning profession in the UK. As an Associate Firm, we are committed to acting in the best interests of clients, demonstrating integrity, fairness, and operating a policy of corporate social responsibility. Joshua Gerstler is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that he has attained and maintained the most prestigious level of professional financial planning achievement.

Chartered Financial Planner

Joshua Gerstler is a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Certificate in Advanced Mortgage Advice

Joshua Gerstler and Andy Turner both hold the Certificate in Advanced Mortgage Advice qualification. Awarded by the Chartered Insurance Institute (CII), the level 4 Certificate in Advanced Mortgage Advice goes above and beyond the Financial Conduct Authority’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities to the highest possible level and advise clients with complex needs and circumstances.

Chartered Accountant

Joshua Gerstler is also a Chartered Accountant, although no longer practising.

The title “Chartered Accountant” and the letters ACA or FCA indicate that a person has undertaken a minimum of three years in-depth training, passed a series of rigorous examinations in financial management, auditing, business strategy and taxation, and committed to continuing professional development to keep their skills up to date.

Contact us

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    The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The Orchard Practice (Registered in England No. 827478) is the trading name of The Orchard Practice (AR) Ltd which is an appointed representative of 2plan Wealth Management. It is authorised and regulated by the Financial Conduct Authority. You can find The Orchard Practice (AR) Ltd on the FCA register by clicking here. Registered Office: 2 Penta Court, Station Road, Borehamwood, Hertfordshire, WD6 1SL. Tel: 020 8953 8687 Fax: 020 8953 6994.

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