Our SERVICES

From Pension, Investments and Estate Planning to Corporate Services
FINANCIAL SERVICES

We specialise in providing personalised, high-quality financial advice on many aspects of wealth management. Building and protecting wealth, for families and individuals - tomorrow and into the future.

At Orestone Wealth Management, we also help businesses with corporate financial planning, providing advice and guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.

Investment Planning
Make the right choice at the right time

Safeguarding your financial well-being is not easy. The future is uncertain and there is no “one-size-fits-all” solution.

Retirement Planning
Put your feet up and your money to work

Your plans for retirement could be some of the most important plans you’ll ever make.

Protecting You & Your Estate
Pay it forward. Properly.

IHT receipts received by HMRC during 2018-19 were £5.4 billion, an increase of 3% (£166 million) on 2017-18. Receipts have been rising since 2009-10.* (*Source: HMRC)

Corporate Services
Staying on top

If you run a business you'll know it’s hard work, and often leaves you with very little time to think about other things - like your own personal finances and wealth management.