Orestone Wealth Management - Torquay

Orestone Wealth Management

Orestone Wealth Management is a prestigious financial services firm located at 2, Orestone Wealth Management, The Old Bank Chambers, Fore St, St Marychurch, Torquay TQ1 4PR, United Kingdom. With a phone number of 1803659659, and a website available at orestonewealth.co.uk, they offer a comprehensive range of services to their clients. Specializing in Financial planning and Financial consulting, their team of experts is dedicated to helping individuals and businesses achieve their financial goals.

In addition to their specialties, Orestone Wealth Management offers several other points of interest, including Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, and Appointments recommended. This commitment to accessibility and personalized service sets them apart in the industry.

With a strong reputation and a proven track record, Orestone Wealth Management has earned a 5-star rating from their clients. They have accumulated 29 reviews on Google My Business, with an impressive average opinion of 5/5. This high level of satisfaction speaks to the quality of their services and the professionalism of their team.

In conclusion, Orestone Wealth Management is a top-tier financial services firm that offers a wide range of services, including financial planning and consulting. With a strong commitment to accessibility and personalized service, they have earned a stellar reputation among their clients. If you are looking for a reliable and experienced financial advisor, look no further than Orestone Wealth Management.

👍 Reviews of Orestone Wealth Management

Sarah P.

5/5

I first heard about the team from a friend who is financially savvy and I asked the team for support firstly with my mortgage and later with my pension. The team always keep me posted on my financial matters and today I had my annual review with Lee. After our meeting, where I asked many, many, many questions (and Lee patiently answered my questions and where I may have had a blank look on my face, he would explain things a different way ensuring my understanding) I was left feeling totally reassured and relieved regarding anxieties I had about my financial future, since my circumstances have changed. I felt heard and valued. The team are so helpful and actively interested in doing excellent work for their clients! 10/10 would highly recommend.

Katrina D.

5/5

Adrian has been wonderful in setting-up a full review of my pensions. He's so easy to talk to and explains everything clearly without bamboozling me with jargon - I just wish I had gone to see him years ago!

Alan L.

5/5

As clients of St James Place for over 30 years now, we continue to be impressed with the sound financial given to my wife and myself by our SJP Partner Adrian Howard at Orestone Wealth Management in Torquay. The day to day service available to clients by answering financial questions or queries, through contacting Bekki Wratten Client Relationship Manager is first class.

Paul H.

5/5

A great company to deal with. They are very knowledgeable and highly professional. I feel very comfortable in entrusting them with my finances.

Jan R.

5/5

Very friendly and approachable team. I find advice to be pitched at an appropriate level yet at the same time feel I am receiving an informed & knowledgeable service.

Jenny D.

5/5

My experience with Orestone has been very positive. Adrian and his team are approachable and helpful. I feel I can call for advice and clarification at any time.

John M.

5/5

I found Adrian Howard extremely competent in his approach to the management of my finance. Of particular benefit was the careful planning he put into my account. There was no rush and I felt under no obligation to use his services. An excellent company with very clear information produced.

Emma W.

5/5

Adrian and his team are professional, efficient and truly care about their clients. We are really impressed with the customer service we continually receive from Adrian and his team. Their service is a cut-above the rest. I have recommended Orestone to lots of people and I wouldn't use anyone else for financial advice now.