Joshua Gerstler

What were the circumstances that caused you to initially look for an adviser?

I was originally placed with a different financial adviser, but felt that there wasnt much dialouge with them. I am very focused on making sure that my future fincially is taken care of and planned correctly via smart investments and communication. I met with Josh & the team and was very impressed with the level of care and the level of communication, which made me decision easy to join the practise.

How has Joshua Gerstler helped you?

Joshua & the team very dillegntly got to know me and my financial aspirations over a period of time. They met with me on numerous occasions to discuss my financial future and their views on how they could grow my protfolio. I was very impressed with the levcel of detail and advice provided.

Have you seen the outcome you were hoping for?

yes!!! within a short period of time and amongst economic uncertainty, Joshua & the team have already managed to grow my pernsion pot, which is very impressive, considering the economic outlook is particulary uncertain. I've been very impressed so far as they clearly know their market!!

What could they have done better?

so far, they've been fantastic and i dont believe they could do anything better than what they've done so far. Great people, great advice and great communication!!

What were the circumstances that caused you to initially look for an adviser?

Joshua and his team at The Orchard Practice have been supporting us since our very first buy-to-let property investment almost 10 years ago. As a company, we wanted a more structured and strategic advice around mortgage options, financing and long-term portfolio planning. Rather than making decisions on a case-by-case basis, I was looking for an adviser who could help me take a more holistic and forward-thinking approach to managing and scaling my investments.

How has Joshua Gerstler helped you?

Joshua has been extremely helpful in guiding me through mortgage options and helping me think more strategically about my property portfolio. He provides clear, well-reasoned advice and takes the time to explain the implications of different options, whether that’s around fixed terms, product fees or overall structure. His approach is calm, analytical and tailored, which has been particularly valuable when making decisions in a changing market.

Have you seen the outcome you were hoping for?

Yes, definitely. I now feel much more confident in how I approach decisions across my portfolio, with a clearer strategy in place rather than reacting to individual opportunities. Joshua has helped bring clarity, structure and reassurance, which has made a noticeable difference in both my short-term decisions and long-term outlook.

What could they have done better?

Very little, if anything. Joshua has been professional, responsive and knowledgeable throughout. As we continue working together, I look forward to building further on long-term portfolio strategy, but overall the experience has been excellent.

What were the circumstances that caused you to initially look for an adviser?

We needed good professional advicr

How has Joshua Gerstler helped you?

Josh has been very helpful with all our finances

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

To ensure a secure financial future

How has Joshua Gerstler helped you?

Friendly and professional advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement, we were concerned that we were concerned that we wouldn't be able to maintain our standard of living

How has Joshua Gerstler helped you?

Josh took us through the projected figures in a calm and analytical way. We have always come out of meetings with him feeling very reassured. We would have no hesitation in recommending him. He is so pleasant and easy to deal with but is razor sharp in his analysis.

Have you seen the outcome you were hoping for?

Yes we have and we are most grateful to Josh.

What could they have done better?

Nothing. We were very satisfied.