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

Our values

Nothing defines our services and advice more than our values.

Our promise to our clients

How we approach our working relationships is what defines us as a practice. With a strong set of values and client-focused services, we provide our clients with an authentic, friendly experience every single time.

We want to grow together. To do this, we base our entire work ethic on one main principle; treat others how we wish to be treated ourselves.

Communication

You’ll never be kept in the dark when you work with us. Nor will you be left wondering whether we did the task you asked us to do, or if you’ve been forgotten. We talk to our clients – regularly! We respond to enquiries promptly. And we keep you updated every step of the way.

Accountability and work ethic

If we say we’re going to do something, you can be assured we will get it done. We take pride in what we do which means that we don’t just get a job done – we get it done well.

Honesty and openness

Doing right by our clients is the most  important value we uphold. Striving to achieve the very best outcome possible requires openness. That means, if we don’t believe an option is right for you then we will be honest. We won’t ever promise an outcome we don’t believe we can deliver.

Innovation

We see change as a key part of growth – not something to be feared but something to be embraced. That’s why our team challenge the status quo. We push ourselves to be innovative, never falling back on an approach or system simply because “it’s always been done that way.”

Teamwork and respect

The difference between success and failure is a great team. The best possible outcomes for our clients are achieved by bringing the specific strengths of our team members to the table at just the right time. We respect each other and the role we each have to play.

Friendship and enjoyment

We enjoy what we do and want our clients to enjoy working with us too. We are delighted when client relationships turn into firm friendships and are happy to discuss any aspect of your financial arrangements or just to chat and have a catch-up whenever you feel the need!

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

Moneyfacts – Protection Adviser of the Year 2022 – Shortlisted
Moneyfacts – Tax and Estate Planner of the Year 2022 – Shortlisted
Money Marketing Awards - Best Protection Advice Firm 2022 - Shortlisted
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
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