In 2017 Orestone Wealth Management became a Partner Practice of the FTSE 100 company, St. James's Place Wealth Management.
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.
Adrian lives in Torbay with his family and when not working he enjoys spending as much time in the great outdoors as possible.
Lee has over 15 years experience working within financial services.
He is a non advising Director of Orestone Wealth.
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.
Previously, I worked for a financial claims handling company for 10 years. During this time, I investigated this mis-sale of financial products such as Pensions, Investments and Endowment policies. I have recently undertaken my Diploma in Regulated Financial Planning with a view to becoming a fully qualified financial planner in the near future. I've been given an amazing opportunity with Orestone Wealth Team to further my skill sets and to complete my Diploma.
My day to day duties within the firm include liaising direct with providers, administration and as a point of contact for client queries.
During my spare time I enjoy playing guitar and gardening whilst doing as much revision as I can!