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 awards

We work hard to provide the very best service to our clients. We’re therefore delighted to have had our hard work recognised with the following awards in recent years.

VouchedFor

VouchedFor Top Rated Adviser 2025
VouchedFor Top Rated Adviser 2024
VouchedFor Top Rated Adviser 2023
VouchedFor Top Rated Adviser 2022
VouchedFor Top Rated Adviser 2021
VouchedFor Top Rated Adviser 2020
VouchedFor Top Rated Adviser 2019

MoneyAge

Financial Adviser Award Micro Firm of the Year/ Micro Wealth Management Firm of the Year / Mortgage Adviser or Broker of the Year - MoneyAge Awards 2025
Moneyage Wealth & Asset Management Awards 2025 for Financial Advisory Firm of the Year
Shortlisted - Money Age Awards - Mortgage Adviser of Broker of the Year 2024
MoneyAge The Mortgage Awards 2021 – Best Buy-to-Let Broker
MoneyAge – Overall Broker of the Year (Southern Regions) 2021 – Shortlisted
MoneyAge – Small Broker of the Year (Southern Regions) 2021 – Shortlisted
Shortlisted - MoneyAge – Equity Release Broker of the Year 2021
MoneyAge – Best New Homes Broker of the Year 2021 – Shortlisted
MoneyAge – Micro Firm of the Year 2020 – Shortlisted
MoneyAge – Micro Wealth Management Firm of the Year 2020 – Shortlisted
MoneyAge – Best Mortgage Adviser 2019 – Shortlisted
MoneyAge – Micro Firm of the Year 2019 – Shortlisted
MoneyAge – Mortgage Adviser or Mortgage Broker of the Year 2019 – Shortlisted
MoneyAge – Wealth Management Firm of the Year 2019 – Shortlisted

Moneyfacts

Commended - Moneyfacts Awards 2025 - Mortgage Administrator of the Year – Chaya Warner
Best Mortgage Broker - Moneyfacts Mortgage Awards
Paraplanner of the Year/ Protection Adviser of the Year - Investment Life & Pensions Moneyfacts Awards 2025
Finalist - Moneyfacts Awards 2025 for Mortgage Broker of The Year
Finalist - Moneyfacts Awards 2024 - Tax and Estate Planner of the Year 2024
Finalist - Moneyfacts Awards 2024 - Retirement Adviser of the Year 2024
Finalist - Moneyfacts Awards 2024 - Protection Adviser of the Year 2024
Finalist - Moneyfacts Awards 2024 - Investment Adviser of the Year 2024
Finalist - Moneyfacts Awards 2024 - Equity Release Adviser of the Year 2024
Finalist - Moneyfacts Awards 2023 - Protection Adviser of the Year 2023
Finalist - Moneyfacts Awards 2023 - Tax and Estate Planner of the Year 2023
Finalist - Moneyfacts – Protection Adviser of the Year 2022
Finalist - Moneyfacts – Tax and Estate Planner of the Year 2022
Finalist - Moneyfacts – Tax and Estate Planner of the Year 2021
Finalist - Moneyfacts – Protection Adviser of the Year 2021
Finalist - Moneyfacts – Tax and Estate Planner of the Year 2020
Commended - Moneyfacts – Tax and Estate Planner of the Year 2019
Finalist - Moneyfacts – Protection Adviser of the Year 2019

Family Wealth Report

Finalist - Family Wealth Report – Family Business of the Year 2021

Professional Adviser

Best Adviser Website – Professional Adviser Awards 2026
Finalist - Professional Adviser New Talent Awards Administrator of the Year 2020

Boring Money

Highly Commended - Boring Money - 2021

Money Marketing Awards

Shortlisted - Money Marketing Awards - Best Protection Advice Firm 2022

Health & Protection Awards

UK Health & Protection Awards 2023 - Best Individual Protection Advice Firm
UK Health & Protection Awards 2023 - Best Small Protection Advice Firm
UK Health & Protection Awards 2023 - Best Protection Adviser
Finalist - Health & Protection Awards 2022 - Best High Net Worth Client Advice Firm
Finalist - Health & Protection Awards 2022 - Best Individual Protection Advice Firm
Finalist - Health & Protection Awards 2022 - Best Protection Adviser
Finalist - Health & Protection Awards 2022 - Best Small Protection Advice Firm

Cover Excellence Awards

Finalist - Cover Excellence Awards 2025 - Outstanding Client Engagement
Finalist - Cover Excellence Awards 2022

Mortgage Introducers Awards

Mortgage Introducer Awards 2025 - Broker Firm of the Year (Up to 10 Advisers)
Shortlisted - Mortgage Introducers Awards 2022 - Later Life Broker of the Year and Broker Firm of the Year
Excellence Awardees - Mortgage Introducers Awards 2022 - Later Life Broker of the Year
Excellence Awardees - Mortgage Introducers Awards 2022 - Broker Firm of the Year (Up to 10 Advisers)

Personal Finance Society

Finalist - Chartered Financial Planner of the Year - Personal Finance Society Awards 2025
Winner 2024/2025 - Personal Finance Society Mortgage and Protection Advice Specialist

Protection Review

Best Mortgage & Protection Intermediary Awards - Protection Review Awards 2025

Mortgage Strategy

Best Broker for Equity Release - Mortgage Strategy Awards 2026

UK Health and Protection

UK Health and Protection Awards 2025 - Best Individual Protection Advice Firm / Best Small Protection Advice Firm / Best Protection Adviser

Wealth and Asset Management

Financial Advisory Firm of the Year - Wealth and Asset Management Awards 2025
The Orchard Practice
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