Orestone Wealth Management

14/10/2026

Have you seen our new blog post?

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between and we’ve written a blog post to remind you to stay calm and wait until the announcement has been made to make any financial decisions.

If you have any questions, please don’t hesitate to get in touch!

11/10/2026

Back on the 1st October, Adrian and Lee took off on an adventure to trek the Tramuntana Mountains in aid of the SJP Charitable Foundation!

Here are some pictures of how it went down.

If you weren’t able to donate, don’t worry there’s still time - https://www.justgiving.com/page/adventures-of-lee-and-adrian-howard?utm_medium=FA&utm_source=EM

11/10/2026

06/10/2026

The scheme is expected to work in a similar way to the previous Help to Buy equity loan programme, which ran for 10 years from 2013 until 2023.

Under Help to Buy, buyers needed a slightly bigger 5% cash deposit towards their purchase. They could then access a 20% equity loan from the government, which was interest-free for five years.

While the scheme has been announced, it is not yet open. More details are expected to be given in the forthcoming Autumn Budget.

02/10/2026

Adrian and Lee have officially embarked on the St. James's Place Charitable Foundation trek across Mallorca’s Tramuntana mountains!

We’ll try to keep you up to date one how they’re getting on over the next few days but if you’d like to sponsor them on their adventure, you can do so here - https://www.justgiving.com/page/adventures-of-lee-and-adrian-howard?utm_medium=FA&utm_source=EM

25/09/2026

As many of you will know, our office is in the heart of the English Riviera, but our clients certainly aren’t limited to Torquay.

Whether you’re in Paignton, Teignmouth, Exeter or somewhere else across Devon, we’re always happy to have a conversation about how we can help.

If you’re looking for professional financial advice and would like to find out more about our services, get in touch with the Orestone Wealth Management team!

22/09/2026

Punk Against Poverty CIC posted the other day to explain that their pantry has always been based on a really simple principle: take what you need, leave what you can.

We wanted to share a little reminder that the pantry is still outside the Orestone office, open for anyone who needs it.

If you’re able to, you can also help by dropping off non-perishable food items for others to take.

It’s a small idea, but one that can make a real difference in our local community.

18/09/2026

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

If you’d like to find out more, head to our blog post - https://www.orestonewealth.co.uk/post/the-new-retirement-dilemma-preserve-or-spend-your-pension

13/09/2026

In just a few weeks time, Adrian and Lee will be trekking across Mallorca's Tramuntana mountains with the aim to raise money for the St. James's Place Charitable Foundation!

If you’re not aware of the foundation, it aims supports hundreds of smaller charities helping disadvantaged young people and those with disabilities, people affected by cancer or mental-health difficulties, and those who depend on hospice and end-of-life care.

If you’d like to donate and sponsor Adrian and Lee on their adventure, you can do so here - https://www.justgiving.com/page/adventures-of-lee-and-adrian-howard?utm_medium=FA&utm_source=EM

08/09/2026

Anxiety can make financial challenges feel much worse. Whether you become worried about the sustainability of your financial future, dealing with debt or struggling with cash flow problems, emotions around money can lead to inaction or avoidance.

In these situations, it’s normal to feel like you’re losing control. But there are ways to get things back on track and steer your finances in the right direction.

Read more about what you can do to help in our new blog post - https://www.orestonewealth.co.uk/post/finding-control-when-money-feels-overwhelming