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Kirsty Stone
Kirsty Stone
About
Kirsty is a Partner at The Private Office, located in London but also covering areas such as Brighton, Maidenhead and Bedford. As an experienced Chartered Financial Planner, Kirsty offers advice to private clients and business owners on all aspects of their financial and strategic planning. She works in collaboration with her clients to help them meet their financial goals. As a financial adviser, her role is not only to provide the highest quality technical advice, but to ensure that her clients understand and are confident in, the decisions made and actions taken.
Her expertise allows her to be able to advise on all aspects of financial and strategic planning, including inheritance tax planning, maximising tax allowances and pension advice. She provides support to a wide range of clients, including some of our Family Office clients, managing the financial affairs of wealthy individuals and their families.
Kirsty has previous experience working with the Citizen’s Advice, where she delivered one-to-one guidance to the general public on the 2015 legislative changes to pensions. This experience honed her ability to relay complex technical information without the need for industry jargon and has driven her to ensure that her approach to advising clients is always as clear and concise as possible.
With regular features in the press, Kirsty has lent her expertise to publications such as The Times, The Telegraph and The Guardian, and has appeared on BBC Money Box and BBC 1 - Morning Live. She is also involved in our internal adviser training programme, sharing her knowledge and providing support to those in the process of becoming financial advisers.
As well as being a Chartered Financial Planner, Kirsty also has qualifications including certificates in Discretionary Investment Management and Securities Advice and Dealing. She holds a Law degree from Bournemouth University.
Areas Of Expertise
- Pensions
- Investment management
- Intergenerational tax planning
- Family Office services
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice and Dealing
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Kirsty works from our office in central London and has clients in areas including:
Kirsty Stone locations
Kirsty Stone map
- Horsham
- Watlington
- Teddington
- Croydon
- Bedford
- Brighton
- Beckenham
- Wallingford
- Evesham
- Maidenhead
- New Malden
At a glance
- Chartered Financial Planner
- Featured on BBC 1 - Morning Live and BBC Radio 4
- Published contributor to Sky News, Professional Adviser and Personal Finance Professional
- Previous experience as an Investment Manager and Paraplanner
As featured in
Kirsty was amazing. Kirsty was extremely knowledgeable, professional and approachable and very quickly gained our trust. Advice and options given were based on very detailed analysis. Kirsty took time to clearly explain options, was very patient, put us at ease and was always available to answer any questions. Kirsty helped us immensely in determining best course of action for early retirement, savings, investments and pension options.
January 2024
Kirsty provided high quality financial advice and managed our engagement. She ensured that we clearly understood what services could be provided in response to our request, and made clear the fees those services entailed. She attended each of the advisor meetings we participated in and ensured that the advice we were being given was understood, that any questions we had were fully answered, and that the full scope of our enquiry was addressed.
October 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Kirsty's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Kirsty is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Shortlisted for Financial Adviser of the Year - London at the Professional Adviser Women in Financial Advice Awards 2024
Winner of the Wealth Professional Award at the Citywealth Magic Circle Awards 2024
PAM NextGen Leader 2024
Named in the Citywire NMA Top 35 Next Generation Advisers for 2023
Finalist for Role Model of the Year (Small – medium firm) at the Professional Adviser Women in Financial Advice Awards 2021
Finalist for Financial Adviser of the Year (London) at the Professional Adviser Women in Financial Advice Awards 2021
Articles by Kirsty Stone
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.