Located in Gloucester and the Forest of Dean, Quayside Wealth Management offer comprehensive, tailored financial planning and advice to Private Clients, Trustees and Corporate Clients. The team at Quayside Wealth Management believe it is important to give back to the Charities that are doing fantastic work in the county.
We are very proud to support Gloucestershire Young Carers as our lead charity. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We are very proud to support Gloucestershire Young Carers as our lead charity. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Services
Quayside Wealth Management pride themselves on building long-term trusted relationship with our clients. Our objective is to make your money do for you what you want it too. We can't control the wind but we can adjust the sails. Making the right financial decisions can take you from where you are to where you want to be.
Reviews (10)
Keeley Newman-Goodall
Jan 01, 2022
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After being turned down for critical illness cover due to a recent diagnosis I stopped searching for a solution myself. Alex and his team were incredible. Not only did they find me cover but Alex was understanding and honest about the process all the way through. I would whole heartedly recommend them for any financial needs and they will definitely be my first port of call in the future. Thanks Alex and the Quayside Team.
Liam O'Grady
Dec 20, 2021
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With the housing market the way it is at the moment I had to act fast when I found the perfect home for what I was looking for. I required a decision in principle quickly to put an offer in on the home I had viewed and really wanted to purchase. Liam was extremely helpful with this with his quick replies and excellent all round service. As a result of this I have now purchased the home and couldn't be happier with the service I received. They say buying a house can be stressful but Liam and his team at Quayside Wealth Management made the process seem simple and easy. Thanks a lot.
Chris Rowberry
Dec 11, 2021
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After the initial introduction I found working with Chloe at Quayside to be a very informative and helpful experience. Chloe took the time to explain all the options and run various modelling to help me make informed decisions on my pension without being pressured. She has been patient, knowledgeable and importantly authentic so I always felt that they had my interests at heart - a claim often made by others but rarely delivered on.
Cristina Creed
Sep 28, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I would definitely recommend Quayside Wealth Management to anyone looking for financial advice. Alex and his team have always been very friendly and professional. Alex takes the time to find out your long-term goals and then explains his advice very clearly. I have always been very happy with the service I've received.
I would definitely recommend Quayside Wealth Management to anyone looking for financial advice. Alex and his team have always been very friendly and professional. Alex takes the time to find out your long-term goals and then explains his advice very clearly. I have always been very happy with the service I've received.
Fiona
Sep 08, 2021
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I have known Alex for a number of years and have always been struck by his professionalism and people-focused approach to doing business. When I decided to buy a residential property I didn’t consider going anywhere else for mortgage advice.
Being a company director meant the process wasn’t as simple as for employees. The Quayside Wealth Management team talked me through the process fully and checked my requirements. Once I’d agreed the right product, they submitted the application and were proactive in chasing the mortgage company and keeping me updated throughout.
I’m now in my new
Being a company director meant the process wasn’t as simple as for employees. The Quayside Wealth Management team talked me through the process fully and checked my requirements. Once I’d agreed the right product, they submitted the application and were proactive in chasing the mortgage company and keeping me updated throughout.
I’m now in my new
Nikhil Kumar
Sep 08, 2021
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Alex, Chloe, Vicki and the team have been fantastic across the board. I can’t recommend them enough for our insurance, pension, mortgage and just general financial advice. Nothing is ever pushy and I genuinely believe everything they recommend is for our best interest even if it doesn’t help their revenue. That’s what a true financial advisor should be doing.
Highly recommended.
Highly recommended.
Sophy Weaving
Jul 25, 2021
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Matthew Millward
Jun 25, 2021
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Martin Quantock
Jun 10, 2021
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I have been very pleased with the exemplary service provided to me by Alex & his team. Not only has Alex given expert financial advice, he also continually puts my personal aims, ambitions and interests at the forefront when providing such advice. I would absolutely recommend Quayside Wealth Management for the passion, expertise, commitment and sheer hard work that you'd hope for from a company helping to manage your finances.
Nicola Adamson
Mar 26, 2021
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Where to start...with my initial first call on how to invest my pension Alex was the professional and friendly voice at the end of the phone.
From that day on Alex and his team has guided us through every aspect of our finances through to our recent acquisition of a remortgage.
Due to their high level of professionalism, and ability to relate information in layman’s terms, we have felt supported and confident in every decision we have made regarding our finances. Due to their determination and hard work they have acted meticulously on our behalf to achieve our goals. We could not ask for a
From that day on Alex and his team has guided us through every aspect of our finances through to our recent acquisition of a remortgage.
Due to their high level of professionalism, and ability to relate information in layman’s terms, we have felt supported and confident in every decision we have made regarding our finances. Due to their determination and hard work they have acted meticulously on our behalf to achieve our goals. We could not ask for a
