Orestone Wealth Management

Business Details

9 Years

experience

Your Trusted Financial Partner in Torquay

At Orestone Wealth Management, we specialise in delivering straightforward, jargon-free financial advice tailored to the unique needs of individuals, families, and businesses across the UK. Founded in 2017, our team of experienced professionals is dedicated to simplifying wealth management through personalised solutions in investment planning, retirement strategies, and intergenerational wealth transfer. We prioritise transparency, client education, and long-term relationships, ensuring clients feel confident in their financial decisions. Our commitment to excellence is reflected in our recognition as Best Financial Advisory Firm by LegalDirectorate.co.uk in 2024.

As an Appointed Representative of St. James's Place Wealth Management, we combine local expertise with access to industry-leading resources. Our community-focused ethos drives initiatives like monthly charitable contributions and active participation in local fundraising events, reinforcing our dedication to both financial and social well-being.

Services

Investment Planning Retirement Planning Estate Protection Corporate Services Intergenerational Wealth Management

Details

Year established: 2017

Highlights and features

We provide jargon-free financial advice tailored to individual needs.
Our team holds FCA-authorised status for regulatory compliance and trust.
Awarded Best Financial Advisory Firm by LegalDirectorate.co.uk in 2024.
We prioritise community impact through monthly charitable contributions.
We offer face-to-face consultations and home visits for client convenience.

Associations and certifications

Financial Conduct Authority
LegalDirectorate.co.uk

What people say

Amazing service Trustworthy Excellent advice Professional Personalised approach

Website

Update Listing

Services

Investment Planning

Our Investment Planning service helps clients grow their wealth through diversified strategies tailored to risk tolerance and financial goals. We utilise St. James's Place funds and the Distinctive Approach to Investment Management, ensuring portfolios align with market trends and personal objectives. Regular reviews maintain alignment with evolving needs.

Retirement Planning

Retirement Planning focuses on securing your financial future through tax-efficient pension strategies and income projections. We address challenges like tax year-end deadlines and changing regulations, ensuring clients can retire confidently while maintaining control over their assets.

Corporate Services

Corporate Services support business owners with succession planning, director protection, and tax-efficient strategies. We address challenges at every business lifecycle stage, offering solutions for growth, risk management, and exit planning to ensure long-term sustainability.

Estate Protection

Estate Protection ensures your wealth is preserved and distributed according to your wishes. We implement strategies to mitigate inheritance tax and facilitate intergenerational wealth transfer, combining legal frameworks with tailored financial products for comprehensive estate planning.

Intergenerational Wealth Management

This service addresses family financial needs across generations, including property ladder support and legacy planning. We create cohesive strategies that balance immediate family goals with long-term wealth preservation, ensuring continuity and financial security for future generations.

People

Adrian Howard

Managing Director

Adrian Howard leads Orestone Wealth Management with over 20 years of experience in financial services. He specialises in retirement planning and intergenerational wealth transfer, prioritising client-centric advice and community engagement through initiatives like the Punk Pantry food bank.

Lee Howard

Director

Lee Howard co-leads the team, focusing on corporate financial planning and business growth strategies. He actively participates in charity treks and community fundraising, leveraging his expertise to support both client objectives and local causes.

Martin Hill

Consultant

Martin Hill provides specialist financial advice, concentrating on investment strategies and estate planning. With a background in wealth management, he ensures clients receive tailored solutions aligned with their long-term financial aspirations.

Dani Ellison

PA to the Managing Director

Dani Ellison supports Adrian Howard in client communications and office operations. She contributes to community initiatives like the Marldon Christmas Tree Grotto, enhancing the firm's local engagement and client relationship management.

Bekki Wratten

Client Relationship Manager

Bekki Wratten manages client interactions and relationship-building activities. She plays a key role in charity events and client outreach, ensuring a seamless and supportive experience for all Orestone clients.

Questions

What services does Orestone Wealth Management offer?

We provide investment planning, retirement solutions, estate protection, corporate financial advice, and intergenerational wealth management tailored to individual needs.

Are your financial advisers regulated?

Yes, we are an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.

Do you offer face-to-face consultations?

Yes, we provide in-person meetings at our Torquay office or can visit clients at home for added convenience.

How does Orestone support the local community?

We donate monthly to the St. James's Place Charitable Foundation and participate in local fundraising events like the 24hr Spar-Athon and RNLI sponsorships.

What makes Orestone different from other firms?

We focus on jargon-free advice, personalised solutions, and community engagement, ensuring clients feel informed and supported throughout their financial journey.

Reviews (5)

Write a Review

Alexandra Trifilova

Sep 11, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Adrian and James have reviewed my pension and gave me and my partner really good advise on how to best manage it and save for my retirement. I am going to recommend them to my friends and anyone who needs some pension and investment advice.

Alison Franks

May 26, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Great, extremely professional and personal service. I am very confident with the service that Orestone Wealth Management offer. I would highly recommend.

William Hitchen

May 09, 2021 Report

Efficient and professional. We are confident our money is in safe hands. Many thanks
Rob and Katy Hitchen

Tamsin Jago

Jan 20, 2021 Report

I've used Howard Financial for years and have now been introduced to their Pensions arm. What friendly and professional service it is. Great set up and was even able to sort via Zoom through the Pandemic. Excellent service, definitely recommend.

Julian Rees

Nov 10, 2020 Report

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.