Investment and financial planning expertise

Truestone was originally established in 1987 and has since built an enviable reputation as an adviser to senior executives and professionals in and around London. Many of our clients are business owners. As a result we have developed expertise in maximising the opportunities that result from the inevitable overlap between their business and personal financial affairs. However our ability to deliver solutions is equally relevant in less technically demanding situations.

• Highly experienced
  
  

  Each of our practitioners is highly experienced in the field of financial advice but will also hold further specialist qualifications in areas such as trust law or pensions, allowing them to advise on even the most complex cases.

• Intelligence
  
  

  Financial knowledge is applied both thoughtfully and intelligently. Through detailed research Truestone is able to find an effective strategy totally tailored to each client.

• Bespoke solutions
  
  

  We do not mass produce financial advice. Each client is unique and deserves to be treated as such. By taking a fully rounded view of a person’s financial and individual objectives we seek to find an optimal answer for them. This includes their existing arrangements encompassing property and debt, but also their plans for the future.

• Independence
  
  

  Truestone is entirely impartial and independent. We are not tied to recommending the products of a limited set of insurance, pension or investment companies. That means we are able to search the whole market to find the most appropriate financial solution.

• Exceptional client service
  
  

  It is the Truestone commitment to client service that we believe sets us apart. The attention to detail and responsiveness demonstrated by the whole team is difficult to match.