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

Orestone Wealth Management

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Orestone Wealth Management

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

17/07/2026

Yesterday, we took some time away from our desks to enjoy a desk yoga session led by local personal trainer, Sarah Javadi 🧘‍♂️

With so much of the working day spent sitting in meetings, with clients or behind our screens, Sarah guided us through a series of simple stretches and movements designed to improve mobility, relieve tension and reduce the stiffness that can build up throughout the day.

The session was a real hit with the team, who left with plenty of practical stretches and techniques they can easily incorporate into their daily routines.

A huge thank you to Sarah for such an informative and energising session!

12/07/2026

Both financially and emotionally, family is a lifelong commitment.

From securing your children’s future and helping loved ones onto the property ladder, to intergenerational wealth management, we’re here to help.

For more information on exactly what we can support you with, follow this link - https://www.orestonewealth.co.uk

10/07/2026

Question: Can I gift assets to avoid paying care home fees?

If you do end up needing social care, the local authority will carry out a free ‘needs assessment’ – a means test – to decide how much you should pay towards your care.

In England, if your capital exceeds £23,250, you will usually be expected to meet the full cost of your care.

Many people are under the impression that, if you can reduce the amount of your assets by giving away money, property or income, the state will step in and pick up more of the bill. Gifting money to reduce your overall estate is a common part of legacy planning – and in theory it could help you qualify for state-funded care in later life.

However, there are very strict guidelines on giving away property and assets. A financial adviser can help you understand what these are, and help make sure that you don’t fall foul of the ‘deprivation of assets’ rule.

To find out more head to our partner SJP’s blog post - https://www.sjp.co.uk/individuals/news/can-i-gift-assets-to-avoid-paying-care-home-fees

05/07/2026

Martin Brown, CEO of business advisory firm Elephants Child, discusses the trends they are seeing in the SME market this year.

Sir Keir Starmer’s recent resignation as prime minister has put the spotlight back on economic growth. Political leadership has been extremely changeable in recent years. For UK businesses, the challenge remains consistent: how do we create sustainable growth in an environment that continues to test confidence and resilience? For SME leaders, this question is more important than ever.

For a deeper dive, head to our blog post - https://www.orestonewealth.co.uk/post/five-trends-defining-the-uk-sme-market-in-2026

02/07/2026

We thought we’d share a little reminder about our Punk Against Poverty CIC pantry!

It’s right outside our office in St Marychurch and is a great way for us to help our local community. Many use the pantry as a local food bank and a great way to giveback so if you’d like to give back, don’t hesitate to drop off a donation 🫶

28/06/2026

The government has announced a 22% charge will be applied on the interest on cash savings held within non-cash ISAs, including stocks and shares ISAs and innovative finance ISAs, from April 2027.

Find out more in our blog post - https://www.orestonewealth.co.uk/post/new-22-charge-on-cash-in-investment-isas

24/06/2026

If you ever have a great experience with us, please don’t hesitate to share your feedback with us with a Google review!

A huge thank you to everyone who’s left a review so far ☺️

21/06/2026

Happy Father’s Day from all of us at Orestone Wealth Management!

We hope you’ve had a great day 🌞🍺

14/06/2026

Bonds have been back in the headlines, with political uncertainty driving fresh volatility in what is usually seen as a steadier part of the market. But why does this matter for investors?

We answer some of the key questions in our blog post - https://www.orestonewealth.co.uk/post/why-bonds-are-back-in-the-spotlight—and-why-it-matters

12/06/2026

Last week we stepped away from our desks and into the great outdoors!

On Friday, our team headed to Dartmoor for a day of rock climbing, pushing ourselves out of our comfort zones and strengthening the bonds that make us a great team.

The day was a fantastic reminder that teamwork isn't just built in meetings, it's built through shared experiences, trust and a willingness to take on new challenges together.

A huge thank you to everyone who took part and made the day such a success. Here's to more adventures and continuing to work hard together!

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

Website

http://www.Orestonewealth.co.uk/

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