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We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business


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FACE-TO-FACE ADVICE

estate

ESTATE PLANNING

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BUSINESS SERVICES

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PERSONAL & BUSINESS INSURANCE

pensions

PENSION ADVICE & SERVICES

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INVESTING FOR GROWTH OR INCOME

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RETIREMENT PLANNING

Agriculture

ADVICE FOR FARMING COMMUNITY

We are Goldstone Wealth Management

Based in Ayrshire, Goldstone Wealth Management is an independently owned, family run financial planning firm.  With around 30 years’ experience within the financial sector we specialise in the provision of comprehensive independent financial advice and wealth management services on a face to face basis to a select number of private clients.  Our clients are individuals and business owners who are serious about structuring their affairs to enjoy a lifestyle that they have worked hard for.  They appreciate that we are focused on building long-term, collaborative relationships with a real emphasis on delivering the high quality personalised and professional service that they deserve.

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