Business Details
9 Years
experience
Trusted Financial Advisers in Torquay | Orestone Wealth Management
Orestone Wealth Management was founded in 2017 with a clear mission: to simplify financial planning for individuals and businesses across the UK. Based in Torquay, Devon, our firm specialises in delivering personalised, jargon-free advice tailored to each client's unique circumstances. With a team of experienced professionals, we focus on building long-term relationships grounded in trust and transparency. Our affiliation with St. James's Place Wealth Management plc, an FCA-authorised entity, ensures access to robust investment solutions and industry-leading expertise. We pride ourselves on removing complexity from wealth management, offering services spanning investment planning, retirement strategies, estate protection, and corporate financial advice. Recognised as the Best Financial Advisory Firm by LegalDirectorate.co.uk in 2024, our commitment to client-centric service remains unwavering.We operate without minimum asset requirements, believing financial guidance should be accessible to all. Our modern offices in a historic Torbay bank building reflect our blend of tradition and innovation, with Saturday appointments available to accommodate busy schedules. Through regular reviews and proactive communication, we ensure clients remain informed and empowered to make confident financial decisions.
Services
Investment Planning
Retirement Planning
Corporate Services
Estate Protection
Financial Advice
Details
- Year established: 2017
Highlights and features
- We offer jargon-free financial advice tailored to individual needs
- Our team holds FCA-regulated expertise through St. James's Place partnership
- Awarded Best Financial Advisory Firm 2024 by LegalDirectorate.co.uk
- No minimum asset requirements for client accessibility
- Extended Saturday appointments available for convenience
Associations and certifications
- Financial Conduct Authority
What people say
Incredible trustworthy
Excellent advice
Professional service
No pressure
Encouraging results
Services
Investment Planning
Our investment planning service helps clients grow their wealth through carefully curated strategies. We assess individual risk profiles and financial goals to create diversified portfolios. Backed by St. James's Place's Distinctive Approach to Investment Management, we provide ongoing monitoring and adjustments to ensure optimal performance in changing market conditions.
Retirement Planning
We specialise in creating comprehensive retirement plans tailored to personal aspirations. Our approach considers current assets, desired lifestyle, and tax implications to develop sustainable income strategies. We help clients navigate pension options and ensure their financial security during retirement years through regular reviews and adjustments.
Corporate Services
Our corporate financial services support business owners with strategic planning and wealth management. We provide guidance on director protection, succession planning, and tax-efficient strategies. By understanding each business's unique needs, we help owners balance personal and corporate financial goals for long-term sustainability.
Estate Protection
We help clients protect and transfer their wealth across generations through tailored estate planning solutions. Our services include inheritance tax mitigation strategies and intergenerational wealth management. We ensure clients' wishes are fulfilled while minimising tax liabilities through legally sound planning techniques.
Financial Advice
Our holistic financial advice covers all aspects of personal wealth management. We provide clear, jargon-free guidance on investment decisions, risk management, and financial planning. With a focus on long-term relationships, we offer ongoing support and education to help clients make informed decisions about their financial future.
People
Adrian Howard
Managing Director
With over 15 years' experience in financial services, Adrian leads Orestone's strategic direction. He specialises in complex wealth planning solutions and maintains a hands-on approach to client relationships. His expertise in intergenerational wealth transfer has helped numerous families secure their financial legacies.
Lee Howard
Director
Lee brings extensive corporate finance experience to Orestone, focusing on business owner advisory services. He develops tailored strategies for succession planning and tax-efficient wealth preservation. His background in commercial finance enables practical solutions for business clients.
Martin Hill
Consultant
Martin specialises in retirement planning and investment management, with particular expertise in pension transfers. He works closely with clients to create sustainable income strategies, ensuring their retirement goals align with market realities and personal risk tolerance.
Dani Ellison
PA to the Managing Director
Dani provides essential support to Adrian Howard, ensuring seamless client communication and service delivery. With a background in financial administration, she plays a key role in maintaining the practice's high service standards and operational efficiency.
Bekki Wratten
Client Relationship Manager
Bekki manages client relationships with a focus on exceptional service delivery. She coordinates financial reviews and ensures clients receive timely updates on their portfolios. Her approach combines technical knowledge with a personable style to build lasting trust.
Questions
What areas do you cover?
We serve clients across Torquay, Devon, and throughout the United Kingdom.
Are your services regulated?
Yes, we operate as an Appointed Representative of FCA-authorised St. James's Place Wealth Management plc.
Do you have minimum investment requirements?
No, we believe financial advice should be accessible to all and have no minimum asset requirements.
Can I meet you outside regular hours?
We offer Saturday appointments from 10am-4pm and can visit clients at home if preferred.
How are investment decisions made?
We use St. James's Place's Distinctive Approach to Investment Management, tailored to your risk profile and goals.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and professionals with advanced industry certifications.
