About Us

Our people, Partners and proposition.
introduction

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?

Over to you...
TALK TO US

A Historic Bank Building in the Bay

We've recently moved!

We recently moved into a stunning building, 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!

Old Bank Chambers St. Marychurch

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

TORQUAY

Testimonials

My wife and I had a pension review with Adrian at Orestone. 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.

JULIAN REEs

Charity & Community

Giving back where we can.

Orestone Wealth are committed to supporting our local community as much as we can, from acts of kindness in local care homes, to sponsoring  Stoke Gabriel amateur football club.

Orestone Wealth Dementia Help Charity

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.

Last year we trekked the mountains of Montenegro to raise money for the Foundation, and in September 2020 we'll be doing the '3 Peaks Challenge' in Bavaria.

Adrian & Lee

CHARITY TREK

Our Team

Adrian Howard
Managing Director
Lee Howard
Director
Dani Ellison
PA to the Managing Director
James Doyle
Senior Administrator
Clare James
Paraplanner
Shelley Doyle
Paraplanner
Clare James
Paraplanner