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.
A friendly and highly-experienced team of financial specialists.
Bespoke and tailored solutions for all of your financial planning needs.
Our advice is tailored to meet your unique financial needs.
Financial advice in your language.
We fully appreciate that obtaining financial advice can be a little bit daunting. Why? Because financial advice is often littered with jargon and technical terminology. It’s often difficult to get your head around it all. We get it. That’s why, at Orestone Wealth Management, we provide a personal and one-to-one-service to each and every one of our clients - across Torquay, Devon and the whole of the UK. We offer financial advice in language that you’ll understand.
What you’ll receive is a bespoke and tailored solution(s) for all of your financial planning needs. All of our clients receive the same level of care and attention to detail as we would expect ourselves. For this very reason, we don’t believe in imposing a minimum asset or loan requirement. We have modern offices in Torbay for appointments, or we can come and visit you in the comfort of your own home?
A Historic Bank Building in the Bay
We are located at the The Old Bank Chambers, right on the corner of Fore Street and Hampton Avenue in St. Marychurch. Previously occupied by Barclays Bank, we’ve retained the period features of the building - including the safe, complete with bomb-proof door!
With our opening hours now extended to include Saturdays (10am - 4pm), please feel free to pop in for a coffee and to have a look around.
Our Office
Testimonials
Charity & Community
Orestone Wealth are committed to supporting our local community as much as we can, from acts of kindness in local care homes, to sponsoring the RNLI.
As a Partner practice of St. James's Place, we give a percentage of our turnover to the St. James's Place Charitable Foundation, which helps hundreds of smaller charities every year.
