Richard Stone

Richard Stone Email and Phone Number

Specialist in Investment Planning, Inheritance Tax Planning and Wealth Protection. Director of Little Pebbles Financial Solutions Ltd @
Richard Stone's Location
Bideford, England, United Kingdom, United Kingdom
Richard Stone's Contact Details

Richard Stone work email

Richard Stone personal email

n/a
About Richard Stone

I provide wealth management advice to individuals and businesses across the South West and Nationally. With over 25 years experience, I can provide a personal approach to find the right solution for you.My advice covers all areas of wealth management, including, retirement planning,wealth protection, savings and investment planning. More details at www.littlepebbles.co.ukAs an Associate Partner Practice of St. James’s Place Wealth Management based in North Devon, myemphasis is on maintaining a long-term relationship with my clients and to providethem with a source of trusted advice as their financial needs evolve over the years.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Richard Stone's Current Company Details
Little Pebbles Financial Solutions Ltd

Little Pebbles Financial Solutions Ltd

Specialist in Investment Planning, Inheritance Tax Planning and Wealth Protection. Director of Little Pebbles Financial Solutions Ltd
Richard Stone Work Experience Details
  • Little Pebbles Financial Solutions Ltd
    Director
    Little Pebbles Financial Solutions Ltd Jul 2012 - Present
    Exeter, United Kingdom
    St. James's Place Wealth Management is one of the UK’s leading wealth managementorganisations. As a company we specialise in delivering quality, face-to-face wealthmanagement advice with a commitment to building trusted and enduring relationshipswith clients. The St. James’s Place proposition is further enhanced by its distinctiveapproach to investment management.
  • Director Of Little Pebbles Financial Solutions Ltd
    Associate Partner Practice Of St. James’S Place Wealth Management
    Director Of Little Pebbles Financial Solutions Ltd Mar 2012 - Present
    Bideford
  • Braunton Ifa Ltd
    Director
    Braunton Ifa Ltd Mar 1999 - Jul 2012
    Bideford

Richard Stone Skills

Financial Services Financial Advisory Retirement Planning Wealth Management Investments Investment Advisory Wealth Financial Planning Investment Strategies Income Protection Mortgage Lending Alternative Investments Portfolio Management Asset Management Retirement Pensions Banking Mutual Funds Finance Strategic Financial Planning Financial Analysis Equities Risk Management Corporate Finance Business Strategy Business Development Communication Later Life Planning Relationship Management Management Customer Service Investment Management

Richard Stone Education Details

  • Bideford College
    Bideford College

Frequently Asked Questions about Richard Stone

What company does Richard Stone work for?

Richard Stone works for Little Pebbles Financial Solutions Ltd

What is Richard Stone's role at the current company?

Richard Stone's current role is Specialist in Investment Planning, Inheritance Tax Planning and Wealth Protection. Director of Little Pebbles Financial Solutions Ltd.

What is Richard Stone's email address?

Richard Stone's email address is ri****@****s.co.uk

What schools did Richard Stone attend?

Richard Stone attended Bideford College.

What are some of Richard Stone's interests?

Richard Stone has interest in Family, Diy, Cooking, Holidays In France, Gardening, Fishing.

What skills is Richard Stone known for?

Richard Stone has skills like Financial Services, Financial Advisory, Retirement Planning, Wealth Management, Investments, Investment Advisory, Wealth, Financial Planning, Investment Strategies, Income Protection, Mortgage Lending, Alternative Investments.

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