Quayside Wealth Management - Gloucester

Address: Pillar and Lucy House, Merchants Rd, Quays, Gloucester GL2 5RG, United Kingdom.
Phone: 1452223822.
Website: quaysidewealthmanagement.co.uk.
Specialties: Financial planner, Insurance broker, Investment service, Mortgage broker, Pension office.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 139 reviews on Google My Business.
Average opinion: 5/5.

Location of Quayside Wealth Management

Quayside Wealth Management, located at Pillar and Lucy House, Merchants Rd, Quays, Gloucester GL2 5RG, United Kingdom, is a well-established financial company that offers a variety of services. With a tel number of 1452223822 and a user-friendly website (quaysidewealthmanagement.co.uk), this company has built a strong reputation in the industry.

Their specialties include financial planning, insurance brokerage, investment services, mortgage brokerage, and pension office services. These services are designed to cater to the diverse financial needs of their clients. Whether you're looking to plan for your retirement, secure appropriate insurance coverage, make smart investments, or navigate the complex world of mortgages, Quayside Wealth Management has the expertise to guide you.

One of the standout features of this company is their commitment to accessibility. They offer wheelchair accessible parking lots, restrooms, and entrances, ensuring that all clients can access their services comfortably. Additionally, they offer the convenience of online appointments and have onsite services available.

Quayside Wealth Management has received numerous accolades from satisfied clients. With 139 reviews on Google My Business and an impressive average opinion of 5/5, it's clear that this company is highly regarded in the community.

Reviews of Quayside Wealth Management

Quayside Wealth Management - Gloucester
Christopher Hughes
5/5

Piers and the Quayside team have helped me understand my finances and how I best position them for what I want to achieve for me, my family and my retirement. Piers has helped put things into perspective and allowed us to plan for the future and hopefully a far more exciting one than we hoped ! The expertise shown by Quayside has helped with my business and my various pensions, as well as our goals of enjoying our retirement and looking after our children. I've recommended Piers to a number of people and I will continue to do so.

Quayside Wealth Management - Gloucester
Ali Hughes
5/5

Piers & the Quayside team have been helping me and my husband with our retirement plans. Piers’ attention to detail & willingness to explain things on my Teachers Pension, as well as my husband’s business financial planning has given us confidence in our plans & excitement for the future. The goals planning we’ve done have meant retirement now feels a possibility. I’d highly recommend Quayside & Piers to anyone looking for clarity on how their goals are achievable with their finances.

Quayside Wealth Management - Gloucester
Ian Hooper
5/5

Alex and the Quayside team have been looking after me, the family and my business for some years now. Not only would I recommend Alex and the team based on their excellent work and advice they offer but also he’s referred some of his own professional contacts to help grow my business. It’s more than financial advice that I get from Alex, he really does have my wider interests and my future at the front of all he does for me. Good stuff!

Quayside Wealth Management - Gloucester
Operations Manager
5/5

When first starting my business over 10 years ago, I had no real knowledge of how to plan things such as private pensions, medical cover and how to manage my finances to make my money work best for me and my family. 10 years on and I wouldn't trust these decisions with anyone else. A really great and honest company to work with, no pushy selling of products or promising the world, just the bare facts of where you are and where you could potentially be. Fully recommend Quayside Wealth Management.

Quayside Wealth Management - Gloucester
Bernadette Mayall
5/5

Liam was extremely helpful and easy to talk to. I was seeking guidance on my NHS pension options, specifically when would be the best time to partially retire, fully retire and how to ensure that I'm financially comfortable in both phases. Together we devised a long term plan that provides me the financial reassurance and confidence for the future that I was seeking. Thank you Liam

Quayside Wealth Management - Gloucester
jody gooding
5/5

Fantastic service from Alex, Vicky and the team at Quayside with our mortgage. Stress free and Vicky was always out looking for improved rates through the process.

Highly recommend Quayside. Not your typical financial business, very personal and friendly.

Now time to sit down with Alex and look at everything else!!

Quayside Wealth Management - Gloucester
Sapna Kumar
5/5

Vicki L and Alex K have always been on hand whenever my husband and I have needed them, they are prompt in getting back to us and give insightful advice. Vicki has been brilliant in helping us sort out our mortgage. Alex’s wise words when giving financial advice has given us a lot to think about.

Highly recommend Quayside, cannot praise them enough!

Quayside Wealth Management - Gloucester
Olivia Slack
5/5

Can’t recommend Quayside enough. As first time buyers we were really unfamiliar with the whole process of house-buying, and both Amelia and Vicki explained everything clearly and professionally. We were kept informed of any changes and everything was dealt with in a timely manner. Amelia was always on hand to deal with all of our issues and we will always be so grateful to her for all her help as we secured our dream first house. Alongside this, she also helped us sort out our life insurance policies and income protection, which was such a help for us at a very busy and stressful time. 5 stars! ?

Go up