Orestone Wealth Management

Orestone Wealth Management provides financial planning services tailored to individual needs. They offer a personal service for clients across Torquay, Devon, and the whole of the UK.
  • Estate Planning
  • Corporate Services
  • Investment Planning
  • Retirement Planning

Size
Small
Phone
N/A
Email
N/A
Locations
2, The Old Bank Chambers, Fore St, TQ1 4PR
01803659659
8:00 - 18:00
Digital Popularity
Social Media
Competitors
Paradigm Norton
Paradigm Norton is an award-winning financial planning firm that focuses on helping clients achieve their life goals through tailored financial strategies.
Ripley Wales Financial Planning - RWFP
Ripley Wales Financial Planning (RWFP) specialises in providing comprehensive financial planning services, focusing on retirement and inheritance tax planning.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Kingswood
Kingswood is dedicated to helping clients achieve their financial objectives by providing comprehensive financial advice and investment management services.
Company Details
Orestone Wealth Management is operated by Orestone Wealth Management Limited and is a Active company incorporated on 3 April 2017 with the registered office located in Torquay, Devon. Orestone Wealth Management Limited was registered 8 years ago.

Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
5
Turnover
Unreported
Total Assets
£377.99K
Cash in Bank
£123.95K
Total Liabilities
-£250.39K

Director • PSC • British • Lives in UK • Born in Feb 1978
Director • PSC • Managing Director • British • Lives in UK • Born in Apr 1982
Teams
All
4
Executive
2
Administration
1
Customer Service
1
Managing Director • Joined Apr 2017
Client Relationship Manager • Joined May 2023
Financial Administrator • Joined Oct 2022
Managing Director • Joined Apr 2017
Financial Administrator • Joined Oct 2022
Client Relationship Manager • Joined May 2023