Goldstone Wealth Management

Independent 17 Morton Drive,, Dalrymple,, East Ayrshire,, Ayr,, KA6 6QA
FCA verified
14th October 2019
Offering a high quality face to face tailored independent financial advice service via our experienced qualified advisers.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Callum Yorke
Independent Financial Adviser
Where to find us

17 Morton Drive,, Dalrymple,, East Ayrshire,, Ayr,, KA6 6QA

About us

Goldstone Wealth Management provide fully independent financial advice in the areas of investment, retirement planning, protection, business services and inheritance tax planning.

We offer face-to-face advice tailored to you, from an independent financial adviser with more than 30 years’ experience.

Our services

Goldstone Wealth Management advisers have been delivering tailored, fully independent financial advice for around 30 years. With a focus on quality and clarity, our approach is based on what clients want to achieve, not on what we have to sell. We make your money work as hard as possible while ensuring you are protected from the hazards that life can throw at you. We offer a free initial meeting and a range of payment options for subsequent advice, and our fees are always clear.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0