Quayside Wealth Management is a prominent financial firm in Gloucester, offering individuals and businesses personalized financial advice and wealth management services. Alex Kell serves as the Principal Financial Planner, leading the team in assisting clients in taking control of their finances and optimizing their resources to achieve life goals. Regardless of your life stage, Quayside Wealth Management is dedicated to crafting a robust and bespoke financial plan tailored to your needs. Emphasizing the importance of finances in everyone's life, the firm prides itself on fostering long-term, trusted relationships with clients. Quayside Wealth Management's mission is to align your money with your aspirations. You can contact them for an initial consultation at your convenience to get started. The team also believes in giving back to charities and making a positive impact in the county. Specializing in delivering high-quality advice on various aspects of wealth management, Quayside Wealth Management collaborates with clients to help them reach their financial goals. With a focus on building enduring and trusted relationships, the firm aims to ensure that your money aligns with your objectives. The team's friendly, professional, and tailored client service is designed to assist you in achieving your financial aspirations. Grounded in a simple philosophy, Quayside Wealth Management is dedicated to providing financial peace of mind for you, your family, and your business.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Tailored Financial Advice.
• Annual Face-to-face Review Meetings.
• Clear, Easy-to-understand Communication.
• Ongoing Support.
• Up-to-date Information.
3 Best Financial Services in Gloucester, UK
Expert recommended Top 3 Financial Services in Gloucester, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
QUAYSIDE WEALTH MANAGEMENT REVIEWS
What Alex does so well is he gives me a picture of the future that I can understand. No waffle, no jargon, just a clear view based on facts. Alex humanises financial planning so it becomes less commoditised and more about me using the information to make positive choices. He really took the time to understand my situation, and then offered me ideas that would enhance my future. No hard sell, just friendly conversation that convinced me to restructure my current arrangements to make the most of what I have. If you want someone who values relationships, provides friendly but pertinent advice and is bought in to helping you secure a better future, you can’t get better than Alex.
We are absolutely delighted with the service we've received from Quayside Wealth Management with the recent remortgage of our home. Thank you so much Amelia and Vicki for all your extra hard work and professional approach to get this over the line. It was such a pleasure working with you both and we are also happy to look at the other services you offer.
Absolutely phenomenal. Liam’s advice was excellent throughout the process of getting my mortgage. There was a number of challenges along the way but Liam and Vicki were on hand to help when we needed them. Definitely recommend Quayside.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Brunsdon Financial, based in Gloucestershire, is a people-centric financial services company led by Managing Director Marcus Gomery. Established in 1932, the firm has built a trustworthy reputation over its 85 years of operation. Renowned for delivering high-quality advice and exceptional service to individuals and businesses, Brunsdon Financial boasts a team of professional and knowledgeable financial planners committed to providing the utmost customer service. The firm takes pride in cultivating excellent, enduring relationships with clients, relying on its depth of knowledge and steadfast commitment to service. Team members at Brunsdon Financial serve as a constant source of inspiration to colleagues and clients alike. They dedicate time to identifying and understanding clients' requirements and goals, offering tailored wealth management services for individuals and families and a diverse range of Employee Benefits services for businesses. Committed to providing exceptional service with a focus on trust, integrity, and transparency, Brunsdon Financial ensures each team member is approachable, trustworthy, professional, and knowledgeable. Together, they work collectively to uphold the highest customer service standards for clients.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Private And Commercial Clients.
• Knowledge And A Dedication To Service.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BRUNSDON FINANCIAL REVIEWS
Brunsdon Financial have been instrumental in setting up and maintaining my pension investments for many years both as an employee of a large company and more recently as a retiree. Their advice has always been excellent and well explained and my contact st Brunsdon, Dean Baldwin, is always available to discuss my needs. I have no hesitation in recommending this company.
We've been investors for a few years now and are delighted with the way our holdings have grown. We are in this for the long term, but our investments have been doing very well recently, despite the pandemic. We value the professional way that we have been treated, and look forward to many more successful years in partnership.
Brunsdon have looked after my financial affairs for the past fifteen years or so and I have always received an excellent service. They provide regular reviews with clear and precise reporting. My portfolio of investments has grown steadily and I would be happy to recommend them to anyone who is thinking of engaging them.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Cornell & Company Financial Planning stands out as one of Gloucester's premier financial service providers, led by Financial Adviser Mark Cornell. As a family-run business, they specialize in offering mortgage and financial planning advice across Gloucestershire, catering to families, individuals, and small business owners. The financial advisors at Cornell & Company Financial Planning provide clients with specialized advice on effective money management, aiming to leverage all available resources to help clients achieve their goals. They guide you in creating a comprehensive plan tailored to meet your financial objectives, assisting in saving more and making wise investments. Committed to utilizing their expertise as financial advisors, Cornell & Company Financial Planning delivers suitable, comprehensive, and personalized advice aligned with your specific needs. They prioritize client feedback, continuously enhancing their service and strengthening client relationships. The Client Journey at Cornell & Company Financial Planning ensures that your financial planning evolves with your circumstances. They involve reviewing existing provisions, assessing overall progress towards financial goals, and refining strategies or advice to keep you on the path to success.
UNIQUE FACTS:
• Online Appointments .
• On-site Services.
• No Obligation Initial Chat About Planning Your Financial Future.
• Calculators are Available.
• Professional Financial Planning.
Speciality:
Contact:
Working Hours:
Fri: 9am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
CORNELL & COMPANY FINANCIAL PLANNING REVIEWS
I am absolutely delighted with the service I have received from Mark Cornell over the last 15 years. Mark has always been a pleasure to work with, and he has a fantastic team behind the scenes. The process from beginning to end has always gone with ease which is a credit to him and his team. Mark has assisted me with most of my financial planning, ie, Pensions, Mortgages, Buy to Let Mortgages and Will. Mark explains everything so clearly, and where necessary highlighting the risks. I can't imagine using anyone else who I would trust as much as Mark Cornell. THANK YOU MARK.
I have used Cornell & Company for my last 3 mortgages & financial advice. I always receive a 5* service from Mark & his team who provide a very high standard of client care. A professional, friendly, trustworthy and reliable business who are highly recommended.
Second time remortgaging with Cornell and Company. Very good service both times. Thank you.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.