Quayside Wealth Management

Financial Advisers

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Website | 01452 223822
Pillar and Lucy House, Merchants Rd Quays, Gloucester GL2 5RG, UK

Opening Hours:
Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


Area Served:
Within 4 miles (6.4km) of Pillar and Lucy House, Merchants Rd Quays, Gloucester GL2 5RG, UK
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On recommendation, we used Quayside Wealth Management's services to find a mortgage at a competitive rate, that we wouldn't have found ourselves. Alex was warm and friendly and discussed our requirements whilst offering excellent advice with alternatives. Alex found a product that exactly met o... Quayside Wealth Management has provided us with a clear financial plan for our retirement, taking into account our current financial needs. We have reviewed investment, plugged state pension pots and taken advantage of the teams understanding of the mortgage market. We are extremely happy with the s... My wife and I would heartily recommend Quayside Wealth Management to both our friends and business associates. Since the very first meeting with Alex, our relationship has gone from strength to strength and his levels of integrity and knowledge are helping us to forge a better financial future ... I would like you to know that I appreciate the quality and timeliness of work that Quayside Wealth Management has done for me over the past four weeks. Any contacts I have had with your company have always been handled in a professional manner. In sum, it has been a pleasure to do business with... Quayside Wealth Management was our first choice when it came to finding an appropriate mortgage to purchase our first property, and we were not disappointed. Andrina clearly understood our requirements and found the perfect mortgage to suit our needs. Andrina, Vicky and the team were clear, hel... My reason for securing investment with Quayside Wealth Management is simply my confidence and trust in their ability to look after my financial interests. Their friendly approach and advice is excellent and easy to understand. The Quayside Wealth Management team work well together, going the ex... I was recommended Quayside Wealth Management by a mutual friend and colleague and cannot recommend Alex and his team highly enough. Alex and his wealth of knowledge has helped me forward plan for my future and retirement and I couldn't be more grateful to him and his team for their efforts and ... We are delighted with how the remortgage has been handled by Quayside Wealth Management. From the very first meeting we were provided with clear and comprehensive advice in a friendly and professional manner, by Andrina and Vicki. We were very clear on our options and the process involved throu... On recommendation, we used Quayside Wealth Management's services to find a mortgage at a competitive rate, that we wouldn't have found ourselves. Alex was warm and friendly and discussed our requirements whilst offering excellent advice with alternatives. Alex found a product that exactly met o... Quayside Wealth Management has provided us with a clear financial plan for our retirement, taking into account our current financial needs. We have reviewed investment, plugged state pension pots and taken advantage of the teams understanding of the mortgage market. We are extremely happy with the s... My wife and I would heartily recommend Quayside Wealth Management to both our friends and business associates. Since the very first meeting with Alex, our relationship has gone from strength to strength and his levels of integrity and knowledge are helping us to forge a better financial future ... I would like you to know that I appreciate the quality and timeliness of work that Quayside Wealth Management has done for me over the past four weeks. Any contacts I have had with your company have always been handled in a professional manner. In sum, it has been a pleasure to do business with... Quayside Wealth Management was our first choice when it came to finding an appropriate mortgage to purchase our first property, and we were not disappointed. Andrina clearly understood our requirements and found the perfect mortgage to suit our needs. Andrina, Vicky and the team were clear, hel... My reason for securing investment with Quayside Wealth Management is simply my confidence and trust in their ability to look after my financial interests. Their friendly approach and advice is excellent and easy to understand. The Quayside Wealth Management team work well together, going the ex... I was recommended Quayside Wealth Management by a mutual friend and colleague and cannot recommend Alex and his team highly enough. Alex and his wealth of knowledge has helped me forward plan for my future and retirement and I couldn't be more grateful to him and his team for their efforts and ... We are delighted with how the remortgage has been handled by Quayside Wealth Management. From the very first meeting we were provided with clear and comprehensive advice in a friendly and professional manner, by Andrina and Vicki. We were very clear on our options and the process involved throu... On recommendation, we used Quayside Wealth Management's services to find a mortgage at a competitive rate, that we wouldn't have found ourselves. Alex was warm and friendly and discussed our requirements whilst offering excellent advice with alternatives. Alex found a product that exactly met o... The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Google Rating: 5.0 out of 5 stars (71 total ratings)

Tom Smith
5 Star
I've had a fantastic, long-term, working relationship with Alex and his team for some time now. Their professionalism and attention to detail is complimented by the little things (that matter so much!)....a welcoming team that all look up from their desks to say hello and goodbye whenever I visit. Most recently I've been working with Alex and Chloe on renewing our business insurance. They've both been fantastic. Their knowledge is excellent and they're happy to explain details in simple terms when required - nothing ever feels like a stupid question. Chloe has been excellent in her follow up work from our meetings.
Wednesday 11th May 2022
Rob
5 Star
Quayside helped sort our finances following a family bereavement. Alex, Ellis and the team were fantastic. Their professional advice was first class and they went above and beyond in making the transition as easy as possible. I would highly recommend them- in fact, I have, many times.
Tuesday 10th May 2022
Chris Nyland
5 Star
Alex and the Quayside team have really enabled me to finally get a clear view on my finances. They've helped us get a great mortgage deal, provided sound advice in knowing the path I'm on in building a pension fund, and most importantly have given me peace of mind over my family being protected. All in the most efficient way for me and my business. Perfect! Thank you.
Monday 9th May 2022
Kieron Bates
5 Star
The team at Quayside have been there for all of my needs, from arranging my mortgage in an extremely quick and efficient manner - keeping me up to date with progress reports and most importantly in a language that I could understand. After that excellent experience I decided to transfer my pension to Quayside, and again all handled with incredible efficiency and transparency - I now have an annual review where my options are clearly explained and further advice is given. Can’t recommend Alex and his team highly enough
Thursday 31st March 2022
Peter Clarke
5 Star
I’ve been working with Liam for a little while now, and I truly value his support and guidance. The work we’ve done together has been tailored and focused on my, and my families immediate needs and long term goals/ambitions. He, and the team are flexible and approachable and has provided an immediate, and sure a lasting impact for us
Friday 25th February 2022