Josh and his team were knowledgable, understanding and super helpful for me and my entire family. I wouldn’t trust anyone else to look after our financial interests.
D, London, June 2021
My role at The Orchard Practice
I joined The Orchard Practice as a Financial Planning Administrator after a career in aviation.
Day-to-day my priority is to ensure our clients receive the best service from The Orchard Practice and that all their financial planning needs are taken care of. I am often the the first point of contact for new clients, it’s important they feel cared for from their first contact and I work hard to ensure this happens, directing their query, connecting them with other members of the team and working with them to ensure their paperwork is processed efficiently and effectively
Outside of work
Outside of work, I like to spend time with my family. I also enjoy visiting local restaurants with my friends, preferably dining outside in beautiful sunshine!
Getting to know you
What do you enjoy most about your job?
Speaking to clients.
What made you decide to do the work you’re currently doing?
A desire to help people.
What one thing is guaranteed to make your day better?
Good weather & good company.