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

Raj Murali Mohan

Financial Planning Administrator

My role at The Orchard Practice

My Role at The Orchard Practice: I joined The Orchard Practice as a Financial Planning Administrator after completing my Masters in Finance and prior to this I had already started a career in financial services for about three years.

My role involves a lot of interaction with clients, platform providers and other stakeholders to ensure all the clients financial planning needs are taken care of. I am also involved in processing various financial data of clients throughout their financial planning process in order to provide the best service.

Outside of work

I love working out at the gym, cooking, watching and playing cricket, going out to pubs with friends to enjoy my time (after work hours).

Getting to know you

What would your specialist subject be on mastermind?

South Indian movies.

Something people might be surprised to learn about you…?

Is that I am a religious person and admire my culture.

What made you decide to do the work you’re currently doing ?

I found my passion for financial advising after quitting two jobs within other areas of the financial services industry. I love the interaction with clients and processing their financial data in order to help them achieve their financial goals.

What one thing is guaranteed to make your day better?

Watching a cricket match with friends where Team India wins, watching any good movie of Romcom, action or thrillers.