Orestone Wealth Management

Orestone Wealth Management At Orestone Wealth Management, we take away the frustrations of financial planning and offer straigh

08/06/2026

☀️ Happy Monday from the team!

We're back, prepared and ready to support you this week and beyond.

Whether you're planning for the future, reviewing your finances, or simply looking for guidance on your next steps, we're here to help you navigate your financial journey with confidence.

A new week brings new opportunities, and we're looking forward to helping you make the most of them.

Have a fantastic week ahead!

06/06/2026

Pensions UK Report shows that figures are painting a dire picture of nation’s saving.

Claire Trott, Head of Advice at St. James's Place (SJP) says: “The increases across the board of the UK Retirement Living Standards isn't a surprise because of the ongoing cost of living increases. It does remind us that retirement planning isn't a ‘once and done’ thing and needs an annual review at a minimum. This helps savers check their progress and amend their plans accordingly.


“Having a financial plan can really help. Seven out of 10 people from our 2026 Financial Health Report* said that a plan made them feel more confident in their financial position.”

* Opinium, on behalf of St. James's Place surveyed 6,000 UK adults nationwide between 17th March and 9th April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

31/05/2026

Thank you again to everyone who joined us at the Devon County show!

It was a great day and we’re so pleased to announce the winner from our prize draw giving entrants the chance to win a jeroboam of Bollinger.

The winner is Matt Tyler! Congratulations, we hope you love your prize! 🏆💪

Thank you to everyone who took part in our buzz wire competition last week at the Devon County Show! It was so lovely to...
28/05/2026

Thank you to everyone who took part in our buzz wire competition last week at the Devon County Show!

It was so lovely to see you all having fun and getting involved.

We’re finally able to announce the winners and they are….

Over 18’s

1st place – Mr Darren Westbrook-Lacey (time 9.91 seconds) – prize £100.00

2nd place – Dr Sam Goldsmith (time 16.3 seconds) – prize £50.00

3rd place – Miss Kate Lee (time 18.10 seconds) – prize £25.00



Under 18’s

1st place – Mimi Startup (time 11.66 seconds) – prize £30.00 voucher

2nd place – Eve Startup (time 21.44 seconds) – prize £20.00 voucher

3rd place – Christopher Westbrook-Lacey (time 24.37 seconds) – prize £10.00 voucher

A big congratulation to all of our winners 🏆

We hope you had a great day in the sun today! We certainly did at the Devon County show. It’s been so nice to see so man...
22/05/2026

We hope you had a great day in the sun today!

We certainly did at the Devon County show. It’s been so nice to see so many of you and look forward to seeing more of you tomorrow 😎

The sun is shining and we’re all set up at the Devon County Show! If you’re at the show today or any day throughout the ...
21/05/2026

The sun is shining and we’re all set up at the Devon County Show!

If you’re at the show today or any day throughout the weekend, do make sure you come and say hello.

We’re on Stall 99, Avenue A!

It’s nearly time for one of our favourite events of the year!The  returns from Thursday 21st May until Saturday 23rd May...
19/05/2026

It’s nearly time for one of our favourite events of the year!

The returns from Thursday 21st May until Saturday 23rd May and we’re delighted to be back again for another fantastic few days.

Come and visit us at Stall 99, Avenue A where you can:
• Take on our Buzz Wire Challenge for the chance to win cash prizes
• Enter our prize draw to win a Jeroboam of Bollinger
• Meet the team and say hello

We’re looking forward to seeing familiar faces, meeting new people and soaking up the brilliant atmosphere that makes the Devon County Show such a highlight every year.
If you haven’t got you tickets yet, grab them here - https://devoncountyshow.co.uk

We can’t wait to see you there!

17/05/2026

On Thursday, St. James's Place’s published their fifth Financial Health Report.

At a glance more than one third of people (34%) say their financial situation has worsened over the past 12 months, compared to just 17% who say it has improved.

Those with a financial plan are three times more likely than those without a plan to report their financial situation has improved (31% versus 9%).

Among those who have been investing for five years or more, seven in 10 (71%) say their wealth has increased over the past decade.

To see the full findings, head to the full blog post - https://www.orestonewealth.co.uk/post/financial-health-report-financial-resilience-falls-but-a-plan-can-boost-confidence

12/05/2026

As well as one-off charitable events, we also like to provide ongoing support as well. We donate a proportion of our monthly turnover to the St. James’s Place Charitable Foundation.

We are proud to say that the Foundation, since inception, has raised over £93m for thousands of worthy causes, including for:

• Young people with physical or mental health difficulties or life threatening or degenerative conditions.
• Young people who are socially or economically disadvantaged.
• People with Cancer.
• Hospices (all ages).
• Mental Health.

10/05/2026

Individual Savings Account (ISA) is one of the simplest, most flexible ways to shelter your money from Income and Capital Gains tax each year.

If you want to find out more about ISAs including a stocks and share ISA, we can help you! Just get in touch!

Address

2 The Old Bank Chambers, Fore Street, St Marychurch
Torquay
TQ14PR

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 10am - 4pm

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