In 2017 Orestone Wealth Management became a Partner Practice of the FTSE 100 company, St. James's Place Wealth Management.
This enables Adrian to provide his customers with an outstanding service. Adrian specialises in providing an holistic, high level financial planning service to his clients to help them achieve their goals as their financial needs evolve over the years. He believes clients appreciate the provision of personal, face-to-face advice, since everyone has their own concerns and ambitions.
Lee has over 15 years experience working within financial services.
He provides a personal service, helping clients to meet their financial goals. As a Wealth Adviser Lee works with both private and corporate clients to provide them with a source of trusted advice as their financial needs evolve over time.
I have worked in varying roles within financial services for the last ten years, starting as a Customer Service Representative at Friends Provident and most recently as a Paraplanner for an independent adviser. When my previous employer relocated his offices, I took the opportunity to join Orestone Wealth Management and continue my career within a growing and progressive company.
When not at work I’m usually spending time with my two young children and our crazy black Labrador Bramble and making the most of living 5 minutes away from the beach.
I have worked in financial services for the past 20 years. I have experienced various advisory roles as a Financial Planning Manager and Mortgage and Protection Manager for HSBC, an Independent Financial Adviser and a Mortgage Broker. I provided advice to personal high net worth clients, commercial and corporate clients alike.
More recently in October 2017, I transferred my skills to become a Paraplanner to support Partners of St. James’s Place to enable advisers like Adrian to spend quality time with their clients, whilst I write his client reports and support him with research.
In my spare time, Tom my partner and I very much enjoy weekends away and love holidaying and have planned a trip to China.
Living in Wales, we are fortunate to be able to enjoy walking the glorious Welsh Coast accompanied by our Cavapoo Holly.
I support my niece who is visually impaired, as her ski guide dry slope skiing, at our local slopes at Pembrey country park.