Executive Team
Experienced advisers dedicated to delivering thoughtful, highly personalised financial advice.
A considered approach to financial advice
Arthur Stone was established to provide a more thoughtful and structured approach to financial advice.
We work with individuals, families, and business owners whose financial affairs require careful coordination across multiple areas, including investments, pensions, tax planning, and long-term wealth structuring.
Our focus is on building long-term advisory relationships, where advice is tailored, consistent, and aligned with each client’s broader objectives. We take a measured approach, ensuring that decisions are made with clarity and in the context of a well-considered strategy.
Many of our clients first seek advice during periods of change or increasing complexity in their financial affairs.
Our Philosophy
We believe effective financial planning is grounded in clear thinking, careful analysis, and a deep understanding of each client’s circumstances.
Our role is to:
- bring structure to complex financial situations
- provide clear and considered advice
- coordinate all aspects of planning into a cohesive strategy
- remain a consistent point of reference over the long term
We prioritise quality of advice over volume of clients, ensuring that each relationship receives the time, attention, and continuity it deserves.
Khi Burgess
Managing Director DipPFS, CertPFS(DM)Khi advises individuals, families, and business owners on complex financial planning, with a particular focus on investment strategy, tax efficiency, and long-term wealth structuring.
With 27 years of experience in financial services across a broad range of planning areas, Khi works closely with clients to bring clarity and structure to often complex financial arrangements. This includes coordinating investment, pension, and estate planning considerations to ensure a consistent and well-aligned strategy.
Khi takes a considered and measured approach to advice, emphasising long-term relationships and clear, thoughtful decision-making. Clients value a calm and structured style, particularly in situations involving complexity or significant financial decisions.
Focus areas:
- Investment and portfolio strategy
- Tax-efficient planning
- Pension structuring
- Inheritance Tax Advice
- Commercial Property and Small Self-Administered pension schemes
Tim Philips
Director DipPFSTim works with individuals, families, and business owners to provide tailored financial advice across pensions, business planning, and estate structuring.
Drawing on his 35 years of experience in financial services, Tim advises clients with diverse and often complex financial positions. He focuses on ensuring that all aspects of planning are carefully coordinated. This includes aligning personal, business, and long-term financial objectives to deliver clear and sustainable outcomes.
Tim works closely with colleagues to ensure all aspects of a client’s financial planning are fully aligned.
Tim is known for a thorough and pragmatic approach, ensuring that advice is both technically robust and clearly communicated. The focus remains on building long-term relationships based on trust, consistency, and attention to detail.
Focus areas:
- Pension planning and structuring
- Retirement income strategy
- Life & Critical Illness Protection and Income Protection
- Business protection and succession planning
- Estate and intergenerational planning
Introduction
Establishing the right advisory relationship is an important decision, particularly where financial matters are complex or involve long-term considerations.
We work with clients who value a structured, thoughtful approach to financial planning and who are looking for clarity, consistency, and discretion in the advice they receive.
Our Approach
Our work is grounded in a clear and disciplined process, ensuring that advice is always aligned with your wider financial position and long-term objectives.
We focus on:
- understanding your circumstances in detail
- providing clear and carefully considered advice
- coordinating all aspects of your financial planning
- maintaining consistency over the long term
This ensures that decisions are made with confidence and supported by a well-structured strategy.
What to expect
Clients who choose to work with us can expect:
- a calm and measured approach to financial advice
- clear communication without unnecessary complexity
- long-term continuity and consistency
- a discreet and professional service
We prioritise building lasting relationships, allowing us to support clients as their circumstances evolve.
A final thought
Choosing an adviser is as much about trust and alignment as it is about technical expertise.
If you would like to explore whether our approach is suited to your circumstances, we would be pleased to arrange an initial conversation.
When you instruct us, you instruct a team of dedicated professionals.
All with unique and complementary skills backed up by a wealth of experience that few can boast.
Private Client Enquiries
If you would like to discuss your circumstances in confidence, we would be pleased to arrange an initial conversation.
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