Richard has been advising clients for more than 20 years. From investment, retirement and inheritance tax planning to equity release*. He provides a personal approach to finding the right solution for you. With his extensive technical knowledge and experience he can provide straight forward understandable advice delivered in a helpful and friendly manner.
He regularly communicates with you the client and keeps you informed of changes to the markets, legislation and policy that may affect you. Regular reviews are also offered to ensure your immediate or long term objectives are being met.
Richard is married to Anne and they have 4 children, he loves cooking, gardening, wine making, fishing, as well as running the roads and footpaths of North Devon. I’m also pretty good at DIY too. (I’ve been told)!
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Anne works independently to plan, co-ordinate and organise events/projects. Anne is dedicated to developing the business and the day to day running of the office. Anne also keeps the accounts in order. Because of her long-term vision of the company and her dependability she is considered a key player.
Anne is married to Richard and they have 4 children. She loves organising fundraising events and volunteering as Welfare Officer & Administrator at her local cricket club. Anne is also quite artistic and has a creative flare, she also likes wine, classic cars, running, days at the seaside with the “Little Pebbles”, camping, holidays in France, castles, historical buildings, archaeology, crime dramas, any food programmes……the list is endless!
Kay is an expert in financial protection and business development and is the Practice Manager at Little Pebbles Financial Solutions, not to mention the eldest of the “Little Pebbles”.
Prior to Little Pebbles, Kay’s career has been in general insurance; working in area sales management, underwriting and customer service. Kay always ensures that the primary focus of our business is to look after all of our clients’ financial needs to ensure they have the comprehensive security they need.
In Kay’s spare time, she is likely to be found binge-watching a good TV series, attending her martial arts classes, eating takeaway food, planning her next vacation or never-ending home improvements but more than likely she will have her head in a revision book preparing for her next financial planning exam.
Kay, Hannah, Holly & Thomas Stone otherwise known as the “Little Pebbles”…..they are our inspiration and it’s what makes us as a company special. We know the important lessons on the value of planning for the long term and making decisions with a focus on stability.