At Orestone Wealth Management, we take away the frustrations of financial planning and offer straight forward, easy-to-understand advice for all your financial needs. Orestone Wealth Management provide a personal, one-to-one service for our clients across Torquay, Devon and the whole of the UK. We provide bespoke and tailored solutions for all of your financial planning needs.
Every client of ours receives the same care and attention to detail as we would expect ourselves. Both financially and emotionally, family is a lifelong commitment. From securing your children's future and helping loved ones onto the property ladder, to intergenerational wealth management, Orestone will help you put your family's future first - today, tomorrow and forever.
Every client of ours receives the same care and attention to detail as we would expect ourselves. Both financially and emotionally, family is a lifelong commitment. From securing your children's future and helping loved ones onto the property ladder, to intergenerational wealth management, Orestone will help you put your family's future first - today, tomorrow and forever.
Services
Founded in 2017, Orestone Wealth Management is a Partner Practice of the FTSE 100 company, St. James's Place Wealth Management. We provide a personal, one-to-one service for all of our clients across Devon and the whole of the UK. Wealth Management made simple. We fully appreciate that obtaining financial advice can be a little bit daunting.
We provide bespoke and tailored solutions for all of your financial planning and wealth management needs.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The 'St.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The 'St.
Which is why our advice is tailored to meet your unique needs. We don't provide off-the-shelf solutions that might or might not fit. Our relationship, our advice, our solutions and our ongoing support are individual to you. Have your investments managed via the St. James's Place Distinctive Approach to Investment Management.
Reviews (10)
Alexandra Trifilova
Sep 11, 2021
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Alison Franks
May 26, 2021
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William Hitchen
May 09, 2021
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Tamsin Jago
Jan 20, 2021
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Julian Rees
Nov 10, 2020
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My wife and i had a pension review with Adrian at Orestone. The company pulled together all our information (which was considerable) and put forward a clear and simple plan which addressed our individual outlooks on risk and security and gave us a clear picture of our financial future and retirement. Everything was done at our convenience with no pressure and clear explanation at each juncture. We now feel more secure and a lot less bewildered! The results so far have also been very encouraging.
Ben Devine
Oct 31, 2020
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Samantha Allnutt
Aug 31, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Adrian reviewed my pensions and gave me some really valuable advise regarding the best way to transfer my pensions and to make a better return. Since doing so they have gone from strength to strength. I would highly recommend Adrian who will give you honest reliable advice.
Adrian reviewed my pensions and gave me some really valuable advise regarding the best way to transfer my pensions and to make a better return. Since doing so they have gone from strength to strength. I would highly recommend Adrian who will give you honest reliable advice.
Emma Walton
Aug 15, 2020
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Adrian and his team are professional, efficient and truly care about their clients. We are really impressed with the customer service we continually receive from Adrian and his team. Their service is a cut-above the rest. I have recommended Orestone to lots of people and I wouldn't use anyone else for financial advice now.
Chris Wollacott
Jul 01, 2020
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Michael Gambles
Dec 17, 2019
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