What We Do

Our Services

Group Services

Connected Services Across Wealth, Property & Operations

The group structure is designed to provide connected services across wealth management, property investment and operational support. Each division operates with its own function while working alongside the others where client needs require it.

01
Division One

Wealth & Advisory Services

David & Stone provides a comprehensive range of wealth management, financial planning and advisory services to individual, family and institutional clients. Our approach is tailored, practical and relationship-driven — structured to protect, grow and transition wealth effectively across all stages of life.

Wealth Management and Financial Planning
01
Wealth Management & Financial Planning

Our wealth management service provides tailored strategies to protect and grow your wealth with confidence. Combined with comprehensive financial planning designed to help you achieve your monetary goals, we allow your wealth to work differently and more effectively at different stages of your life.

Mortgages and Property Finance
02
Mortgages & Property Finance

A discreet and personal service with expert advice and broker handling for high-net-worth individuals. Explore our full range of mortgage products and allow us to assist you in securing your property goals — from residential and investment finance to complex multi-jurisdictional arrangements.

Solid Minerals and Gold Investment Opportunities
03
Solid Minerals & Gold Investment Opportunities

Diversify your wealth with high-value, tangible assets that stand the test of time. We provide exclusive, vetted access to direct gold investments and strategic solid mineral opportunities designed to hedge against inflation and drive long-term capital appreciation.

Protection and Insurance Solutions
04
Protection & Insurance Solutions

Designed to safeguard your wealth during unexpected hardships, providing bespoke protection solutions to ensure you have the right contingency plan in place. We structure appropriate cover for you, your family and your business to remain financially secure whatever circumstances arise.

Estate Planning and Succession Structuring
05
Estate Planning & Succession Structuring

Expert assistance on transferring your legacy onto future generations. We combine assets, property and business to ensure your wealth is preserved and carefully structured — taking into full consideration Wills and Trusts when succession planning, so that your intentions are honoured and your estate is protected.

Family Office and Private Client Services
06
Family Office & Private Client Services

We provide a comprehensive suite of services for ultra-high-net-worth individuals, dedicated to managing family affairs, increasing wealth and preserving legacies. Acting as a single point of coordination across all financial, legal and lifestyle requirements, we serve both the immediate needs and long-term interests of the families we work with.

Corporate Advisory and Strategic Partnerships
07
Corporate Advisory & Strategic Partnerships

Our broader network of independently associated companies are at your disposal, individually and collectively. Consolidating with trusted and highly experienced partners allows us to provide a comprehensive service, bringing the right level of skills and knowledge to each engagement — bespoke to your needs. We have a presence across Europe, USA, Africa and the Middle East.

02
Division Two

Property & Real Estate

The group's property operations cover investment acquisitions, estate agency, lettings and property management, and maintenance and refurbishment services. These are delivered through dedicated group companies with their own operational functions, supported by the wider group where required.

Investment
David & Stone Portfolios Ltd

Investment property acquisitions across the UK, including residential and commercial assets. The company has experience in insolvent property acquisitions and structured portfolio building.

Estate Agency & Lettings
Mayfords Estate Agents Ltd

Sales, lettings, block management and operational property management services. Mayfords provides full-service agency support to landlords, vendors, tenants and freeholders across residential property.

Maintenance & Refurbishment
2020 Property Maintenance Ltd

Property maintenance, refurbishment and repair services for residential and commercial clients. Projects range from routine maintenance contracts to full property refurbishments.

Property Investment
01
Property Investment & Acquisition

Sourcing and acquisition of investment properties across the UK residential and commercial market. We work with clients to identify suitable assets, manage the acquisition process and structure holdings appropriately within their wider investment portfolio.

Estate Agency
02
Estate Agency, Lettings & Block Management

Residential sales, lettings, block management and operational property management delivered through Mayfords Estate Agents. This includes tenant management, service charge administration, compliance oversight, rent collection and regular property reporting for landlords, investors and freeholders.

Maintenance and Refurbishment
03
Maintenance & Refurbishment

Property maintenance and refurbishment services through 2020 Property Maintenance Ltd. Works range from planned maintenance programmes and repairs to full refurbishment and fit-out projects. We support both individual property owners and portfolio landlords.

Property, Lettings and Asset Management
04
Property, Lettings & Asset Management

Our clients benefit from a professional service delivered by experienced ARLA & IRPM qualified staff. We provide in-depth Property and Asset Management — covering residential and commercial lettings, block management, service charge administration, compliance and reporting — ensuring that property assets perform and are properly cared for over the long term.

03
Division Three

Governance & Operational Support

The group places importance on governance, compliance and long-term operational structure. We support clients and group businesses with regulatory oversight, compliance frameworks, project management and corporate development — ensuring that operations are well-structured and capable of supporting growth over time.

Governance & Compliance

Support with governance frameworks, regulatory compliance and ongoing oversight for group companies and client structures across relevant jurisdictions.

Project Management

End-to-end oversight of investment and development projects — from planning and procurement through to delivery and reporting.

Corporate Development

Strategic support for business development, structuring and cross-border operational matters — including joint ventures and new market entry.

Regulatory Oversight

Assistance with regulatory requirements across financial services, property and corporate structures — with access to specialist advisers through the group's partner network.

Corporate Social Responsibility

The group supports community and entrepreneurial initiatives through David's Sling, our charitable arm focused on early-stage business development and young entrepreneurs.

Cross-Group Coordination

Where client needs span multiple divisions, the group is structured to provide coordinated support — connecting wealth advisory, property and operational services within a single relationship.

04
Division Four

Technology & Innovation

IdealApp Tech Ltd is the technology and innovation division of the group, responsible for software systems, digital infrastructure and operational integration across the wider ecosystem. The division supports both internal group operations and external client requirements with practical, well-structured technology solutions.

Software Development
01
Software Development

Bespoke software development tailored to the operational requirements of the group and its clients. Projects range from internal workflow systems and reporting tools through to client-facing platforms built to specific business requirements.

Digital Infrastructure
02
Digital Infrastructure

Design and implementation of the digital infrastructure that underpins group operations — including systems integration, data management and platform architecture. The focus is on reliable, scalable solutions that support the group's long-term operational needs.

Operational Integration
03
Operational Integration

Connecting systems and processes across the group's divisions to improve coordination, reporting and efficiency. IdealApp Tech works closely with each business to ensure that technology supports rather than complicates the delivery of services to clients and investors.

"The overall focus of the group is on professional relationships, practical solutions and long-term business development."

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