Qualifications

  • R01 – Financial Services Regulations and Ethics
  • R03 – Personal Taxation

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

Ryan Connolly

Financial Planning Assistant

Friendly and helpful – nothing is too much trouble. I have confidence that they will manage my pension well. Josh and Ryan are really great. I would very happily recommend them!

Qualifications

My role at The Orchard Practice

I have been working in Financial Planning since joining The Orchard Practice in 2018. I previously worked in accounting after leaving university.  I have a passion for numbers and it’s thoroughly rewarding seeing clients achieve their dreams through effective financial planning.  I am also currently undertaking exams to qualify as a financial planner.

I help to deliver first class service to our wealth clients, ensuring we help them in every way possible to achieve their financial aims and objectives. I pride myself in ensuring we deliver the best.

Outside of work

I enjoy both watching football and playing for my Sunday League team. I also enjoy watching Formula 1 as well as spending time with friends and family.

Getting to know you

What would your specialist subject be on Mastermind?

Arsenal.

Something people might be surprised to learn about you…

My mum is Maltese and moved here when she was 12, and my dad is Irish, so I have two very different and mixed backgrounds!

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

I love finance and enjoy the client interaction.

What one thing is guaranteed to make your day better?

An Arsenal win, but as there is quite rare, any kind of comedy or sport podcast.