Richard Stone

Little Pebbles Financial Solutions Ltd

Location:

13 Bridgeland Street
EX39 5JH
Bideford
England

Richard Stone

Little Pebbles Financial Solutions Ltd

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

 

St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of £85.7 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

 

As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company.

 

2017

 

  • Best Wealth Manager – Shares Awards

 

  • Wealth Management Company of the Year – City of London Wealth Management Awards

 

  • Best Private Client Investment Manager – Wealth Adviser Awards

 

 

2016

 

  • Best Financial Adviser – Personal Finance Awards

 

  • Best Wealth Manager – Shares Awards

 

  • Best Wealth Manager – What Investment Readers’ Awards

 

  • Pension Firm of the Year – Financial Directors’ Excellence Awards

 

  • Best Private Client Investment Manager – Wealth Adviser Awards

 

  • Wealth Management Company of the Year – City of London Wealth Management Awards

 

 

What we do...

  • Commercial mortgages

  • First time buyer mortgages

  • House move or re-mortgage

  • buy to let mortgages

Experience & Qualifications

Richard Stone DipPFS

Over 25yrs experience in financial planning

 

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