Joanna Grankin

β€œWorking with Josh means I feel hugely more secure about my financial future.

Maureen Byrne

β€œJosh keeps everything simple; he doesn't use financial jargon.

Charles & Joanne Bloom

β€œWe feel very safe and secure about our financial future knowing Josh is guiding us

Paul & Sandra Burns

β€œThe Orchard Practice have given us the confidence that we can enjoy our retirement when the time comes

Sally Wilds

β€œJosh has made me feel much more positive about my future

Daniel Minsky

β€œMy 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 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

Money Age Awards - Mortgage Adviser of Broker of the Year 2024 - Shortlisted
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
MoneyAge – Equity Release Broker of the Year 2021 – Shortlisted
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

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 – Shortlisted
Moneyfacts – Tax and Estate Planner of the Year 2022 – Shortlisted
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

Family Wealth Report

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

Professional Adviser

Professional Adviser New Talent Awards Administrator of the Year 2020 – Finalists

Boring Money

Boring Money - 2021 Highly Commended

Money Marketing Awards

Money Marketing Awards - Best Protection Advice Firm 2022 - Shortlisted

Health & Protection Awards

UK Health & Protection Awards 2023 - Best IndividualΒ Protection Advice Firm
UK Health & Protection Awards 2023 - Best Small Protection Advice Firm
UK Health & Protection Awards 2023 - Best Protection Adviser
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 - Finalist

Cover Excellence Awards

Cover Excellence Awards 2022 - Finalist

Mortgage Introducers Awards

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