Quayside Wealth Management
Company Management

Quayside Wealth Management

Financial Services Gloucester, Gloucestershire, United Kingdom 12 employees
Employees
12
Contacts
2
Emails
2

Quayside Wealth Management Overview

Headquarters
Gloucester, Gloucestershire, United Kingdom
Industry
Financial Services
Employees
12
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Quayside Wealth Management

At Quayside Wealth Management, we have our clients’ objectives at the heart of everything we do. We understand that finances are personal and extremely important to everyone. We are here to focus on you, your needs and your goals by offering creative financial advice. Our commitment is to spend time to get to know what your financial aspirations are. Dedicating our time and expertise to ensure we are able to put in place and monitor a bespoke, concise financial plan. A plan that we would look to evolve as your personal situation changes through the course of your personal and/or professional life. As a Senior Partner Practice of St. James's Place Wealth Management, we have access to a wealth of knowledge and experience. Alongside this, and with the support of other trusted professionals in our network, we aim to assist you in reach your own financial security. Your home may be repossessed if you do not keep up with repayments on your mortgage. Quayside Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Quayside Wealth Management is a trading name of Quayside Wealth Management Ltd.

Quayside Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Quayside Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Liam Cubbage Apfs Chartered Financial Planner - Helping
View
Helen Pepler Administrative Coordinator at Quayside
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Alex Kell Apfs Chartered Financial Planner
Email
Steve Jones Financial Planner - Advising Business
Email

Employees by Management Level

Individual contributor 5 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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