Protecting Your World, One Shutter at a Time
At The Orchard Practice, we are a family-owned team of financial planners based in Elstree & Borehamwood. With over 25 years of experience, we have been helping individuals and business owners achieve their financial goals and protect their financial futures. We take the time to get to know our clients as individuals, understanding their unique circumstances and objectives. Our team of experts, including Chartered Financial Planners, Protection Managers, and Financial Planning Administrators, work together to provide tailored advice and support.
What We Do
We provide a wide range of services to help our clients achieve their financial goals, including financial planning, investment management, mortgage advice, life insurance, and retirement planning. We work with individuals of all ages, from young professionals to retirees, and business owners seeking to protect their companies and secure their futures. Whether you're looking to plan for retirement, manage investments, or secure a mortgage, we're here to help.
Our Values
At The Orchard Practice, we believe in transparency, honesty, and professionalism. We take the time to listen to our clients, understanding their goals and objectives, and providing tailored advice and support to help them achieve their financial goals. We pride ourselves on our excellent customer service, responsive communication, and dedication to our clients' needs.
Our Awards and Accreditations
We have been recognized for our expertise and commitment to our clients, with numerous awards and accreditations to our name. These include the UK Health & Protection Awards, Moneyfacts Awards, and Mortgage Introducers Awards. We are proud to have received these accolades from industry leaders and organizations.
Our Team
Meet our team of experts, including Joshua Gerstler, Stephanie Gerstler, Ryan Connolly, Raj Murali Mohan, and Elliot Cload. Our team has many years of collective experience in the financial services industry, and we are committed to staying up-to-date with the latest developments and regulations.
What Our Clients Say
We take pride in the feedback and reviews from our clients, which can be found on our website and Vouchedfor, the UK's leading customer review site for financial planners. Our clients have praised our friendly, professional, and approachable service, as well as the clarity and comprehensiveness of our advice.
Mortgage Brokerage Service Review
The Orchard Practice, a mortgage brokerage, has received reviews from multiple satisfied clients praising their professional, patient, and knowledgeable service.
The reviews highlight the team's exceptional communication skills, clear explanations, and ability to find suitable deals. Many clients have expressed gratitude for the team's efforts, citing their prompt responses and willingness to answer questions. The reviewers have also praised the staff's gentle and understanding nature, making them feel at ease throughout the process.
Some reviewers have mentioned specific team members, such as Joshua, Chaya, Josh, and Andy, who have gone above and beyond to ensure a smooth and successful application process.
Negative Review
One reviewer, Juan Fernandez, has left a negative review, expressing disappointment and frustration with the failure to deliver a suitable mortgage deal on time and the lack of a refund promised by Joshua.
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