Reviews of Quayside Wealth Management. (Financial Consultant) in Gloucester (Gloucestershire).

Quayside Wealth Management

72 Reviews

72 Comments

Financial Consultant

Financial planner

Pillar and Lucy House, Merchants Rd Quays, Gloucester GL2 5RG, United Kingdom

Description

Information of Quayside Wealth Management, Financial Consultant in Gloucester (Gloucestershire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Quayside Wealth Management

Reviews of Quayside Wealth Management

T. S.

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.

K. B.

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

A. N.

I wouldn't hesitate in recommending Alex and the Quayside Team for investment and retirement planning advice and a general financial health check. As a Chartered Financial Planner who works in the profession (but not client-facing) I am technically able to advise myself (!) but nothing beats having another technically-minded individual to review my financial situation every year, bounce ideas off and take an objective view, to listen to me, and to ultimately keep me on track to meet my life goals and objectives.

k. f.

I have worked with Alex and the Quayside team for several years now and have always had great experiences. They have fantastic knowledge and skills. They are always prompt in providing advice and answering queries. I wouldn’t and haven’t hesitated in recommending them to anyone who needs financial advice. Thanks for all the help and advice.

B. S.

For many years we had used the same Financial Advisor and I was concerned about the advice we were receiving particularly in relation to our Pensions. From the moment we started discussions with Alex Kell at Quayside we felt reassured and in very safe hands. The advice from Alex was not just clear and concise, importantly it was accurate and correct and it put us on the best path with our Pensions and other Financial Planning. A huge thanks to Alex for his continued support.

C. N.

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.

E. T.

The entire team at Quayside Wealth Management are extremely helpful in all areas of financial planning and always explain the best options for me in a manner to which I understand. Alex and his team go above and beyond for all clients and all staff members are a pleasure to deal with. I would have no doubt in recommending QWM to anyone looking for sensible, honest & trustworthy advice!!

R. S.

We couldn't recommend Quayside Wealth Management highly enough. They were recommended to us by a friend and we'll also be recommending them to others. Alex and Vicki made a stressful and long mortgage/house buying process so much easier, we couldn't have done it without them so thank you!! We will definitely utilise their other services.

A.

Quayside Wealth are a great team to work with and on hand to offer advice as and when needed without any pressure. The advice has helped me personally make some decision's which will really support my financial goals for the medium-long term and the tax planning info is second to none. Thank you for all the help to date, Adam

L. T.

Alex, Vicki and the team have helped us on three occasions with mortgages each being successful, also setting up a limited company and supporting us with any questions and queries we’ve had along the way. We would highly recommend Quayside for their professionalism and giving us peace of mind throughout the process. Thank you for all your help and support. Seb and Lauren.

J. E.

The guy's at Quayside are very prompt and efficient as well as being very friendly and incredibly helpful. They offer a fantastic all round service and their approach to client needs is second to none. I highly recommend this company for mortgage and financial planning.

R.

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.

A.

As first time house buyers we were naturally nervous about what we needed to do. It looked like an endless amount of hurdles to jump over and a lot of stress. Alex and his team at quayside helped us through the process from start to finish and guided us every step of the way. We wouldn't hesitate in recommending them to anyone.

K. W.

Alex talks my language, he is easy to deal with and his advice so far has been invaluable. He also has a good group of people working with him, who are always polite, and more importantly there is always a latte when I visit the office...highly recommended.

C. R.

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.

F.

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 home with a great mortgage product and a smooth purchase, thanks to their consistently strong client care. I would certainly recommend Alex and the Quayside team for mortgage advice and financial planning.

P. C.

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

K. N.

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.

C. C.

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.

N. K.

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.

L. G.

Its the go to place if you want someone to take care of your finances and get the best advice on where to invest. Alex is really passionate about his profession and gives you the right information depending on personal circumstances.

L. O.

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.

S. N.

We have always received great advice from Alex and his team. Continue to recommend to others. Thank you for your assistants over the years.

M. Q.

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.

N. A.

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 better service than that which Quayside Wealth Management provides. We wish Alex and his team every success. Nicola and Andrew Baylis.

D. E.

I have always had excellent advice and support from Alex Kell, as well as the occasional help from others to the same very high standard. I have no hesitation in recommending their professionalism and thoughtful communication. Definitely 5 star for me!

T. N.

Alex and the team at Quayside Wealth Management provided financial advice for my partner and I regarding the purchase of our first property. This included advice on our mortgage and life insurance. The service was excellent and we fully recommend anyone who is in need of financial advice then they should look no further than Alex and his team. The service was personable, friendly and professional. Alex took time to fully understand our needs and requirements, and the service provided was tailored to ensure we got the best financial advice and products possible. Crucially Alex explained relatively complex financial products and helped us understand our options. We felt fully informed before we made decisions and Alex was on hand to answer questions as and when we needed. Alex provided very welcome advice and encouragement with warmth and good humour, after every call or meeting with Alex we were left with a smile on our faces- We were grateful for the support during a stressful time and Alex’s calm persona, knowledge and expertise was very well received! Alex, Vicki, Adam and the team were diligent in ensuring that we were kept informed during our house purchase and provided excellent support throughout including chasing relevant parties to ensure that we were able to complete our house purchase efficiently and within our timeframe. Whatever support you are looking for with regards to financial advice we would recommend you get in touch with Alex, we are glad we did, and we now have our go to person for all our and our families financial needs. A big thanks to Alex and the team.

C. G.

We are absolutely delighted with the service we received from Alex and Vicki at Quayside. After a really difficult and drawn out experience trying to remortgage with our previous lender after a renovation project, getting in touch with Alex was the best thing we could have done. He took us smoothly through a remortgage process with a different lender and we completed within 5 weeks from application. Highly recommended.

D. G.

I have been dealing with Chloe for a number of months now, initially looking at pension advice, but latterly looking at how best to protect myself and my family; she has been nothing but patient, professional and responsive. Despite me moving the 'goal posts' numerous times, Chloe continues to provide consistent professional advice. I look forward to looking at my remortgage in the near future with Chloe and the wider Quayside team.

M. M.

Alex and the whole team are quite simply the best. I have received great advice throughout and all of my investments under Quayside Wealth Management have out performed the market to date. 10/10 and highly recommended.....

R. C.

Fantastically friendly people and very knowledgeable. Everyone can benefit from a conversation with them! I have found them very approachable, and always happy to explain things.

R. B.

I cant recommend Alex and his team highly enough... I have dealt with Alex for personal finances and also for my business and on ever occasion he has provided me with well informed, in depth advice that made me felt reassured that my investment would be in safe hands. Even with a difficult economic climate recently I have seen a good investment return following his advice. Because of this great service I will always recommend them to my clients, family and friends for all their investment needs, tax advice and mortgage needs! Keep up the good work Alex and team!

I. C.

I can't recommend Alex and the Quayside team enough. I've been very impressed with the service and advice given. He makes everything easy to understand, he really takes the time to understand your life plan and works to find the best solution for me and the family. I trust him, his advice and will be working with him and the team for years to come. Thanks Alex.

L. S.

I would like to say a massive thank you to Alex, Vicki and the Quayside team. Purchasing your first home is a daunting financial challenge. From start to finish I have been reassured and guided in a professional and friendly manner. I am extremely grateful for your help. I cannot recommend the team highly enough and I will certainly be seeking your support in the future.

V. F.

Great work by Alex and the team sorting my pension. Always professional. Best bit though is being greeted by @mavithehound!

H. B.

I can not say enough nice things about this company. Alex and his team are highly professional, knowledgable and explain everything thoroughly. A great service all round.

S. W.

I have received excellent service and advice from Chloe. She has always been able to deal with my many questions. I feel confident in doing business with Quayside and would definetly recommend.

J. P.

Great experience working with Alex and team. They understood the urgency behind a challenging mortgage application and delivered beyond expectation. Alex’s persistence and dedication to meeting the vendors deadline meant that we got our dream house. Quite frankly, a miracle!

D. F.

My time with QWM has been financially rewarding and I have also been able to rely on some very friendly and efficient staff. Thanks all.

M. S.

I can only say thank you to Alex and Quayside for the advice given over the years. As an individual who wants to ensure that my money is safe and growing for my family, I put my faith in Alex and Quayside. The advice was and still is top rate and focused on my needs & aspirations. Having confidence and trust are two important factors for me, which evidently are important to Quayside too. I look forward to working with Quayside for many years to come. Thank you.

C. M.

Alex and the team at quayside provided us with invaluable advice when purchasing our new business. He has helped us secure a future for our children and built a solid financial plan going forward. Couldn’t recommend quayside wealth enough. Amazing professional service.

N. G.

I was really impressed with the time Alex took to truly understand my both my family's personal and my businesses financial situation and 'interesting complexities'(!), before developing some recommendations to help me. He highlighted some great efficient ways to structure things, that make me a saving that i can put to use elsewhere to help achieve my financial goals. Would definitely recommend a free review with Quayside.

A. E. B. L.

Alex has been advising me and my husband about our personal finances with a view to finding out when we can afford to slow down a bit and cut back on a busy working life. Alex provides proactive and relevant advice and helps you to follow this advice through with a range of high quality products to suit your particular circumstances. Very knowledgeable and clearly loves his job! No hesitation in recommending him.

R. L.

Alex is that rare breed of financial advisor - somebody whose advice is faultless and who you'd go for a beer with! I met with a number of people before him and he has made THIS idiot feel at ease ever since. He's even taught me a thing or two, believe it or not. A passionate professional surrounded by a great team and a good bloke.

H. W.

Sound advice on a wide range of matters and I have had some great investment returns. Alex and the team have helped me, my friends and family, my company and our employees. Great, trustworthy advice with a personality and some sharp suits!

a. f.

I would highly recommend Alex and the team, always reassuring to know everything is in safe hands and to know someone is always on the end of the phone should a question arise.

M. W.

Fantastic friendly team have always helped us with the right advise and always have out best interests at heart

K. M.

Quayside are a great Company, Alex and the team always provide great customer service and the best advice

M. R.

Huge thanks to Alex Kell of Quayside Wealth Management. Just wish I'd contacted him before I joined the scary world of the self-employed last July. I will actually be able to sleep tonight knowing I have a solid financial plan in place now. Alex you have no idea how much I appreciate your (frank!) knowledgeable approach, thank you. I will confidently refer your services.

A. R.

Alex Kell has sat down with me and given me some great advice with regards finance and personal situation! Can highly recommend, honest and straight to the point, Alex seems like a very knowledgeable guy who knows what he's talking about! When it comes to your finances talk to a professional like Alex he can honesty give you the best advice you can get

C. H.

Alex is so passionate about his job and also passionate about my life goals. Getting under the skin and working hard to find out what really makes me tick. Providing sound advice and solid guidance to get the best out of my financial situation. Could not recommend him highly enough.

T. P.

I have worked alongside Alex and Quayside for some time now. Alex is very knowledgeable and strives to put individuals in the best possible position. As an accountant, it is important that I have the correct people around me and I can be sure to count on Alex's assistance.

T. E.

Alex and his team have been extremely helpful and professional dealing with our rather complex remortgage, we wouldn't have been able to do it without there help and guidance. couldn't recommend highly enough!

A. S.

Alex and the team are fantastic - great, genuine and honest people who are great to deal with

R. W.

Need a professional team you can trust with all your family’s wealth plans then I would highly recommend Alex and his great team at quayside, he’s always there no matter how big or small our needs are, looking forward to many more years growing together for all my family...

S. C.

Alex and the team have been exceptional. They are diligent professionals who have always provided me with balanced advice.

A. M.

Quayside Wealth Management are a very professional & helpful team of people that are able to deal with all your financial affairs so they are all dealt with together.

D. A.

Alex has been a fantastic contact for our business, his wealth of knowledge has allowed us to build a fantastic working relationship and i have no hesitation in recommending him to anyone thinking of discussing financial advice with Alex.

R. E.

I have used QWM on several occasions and I have always been impressed with their service, which is delivered in a professional and friendly manner. Can highly recommend for all financial matters.

R. D.

A real nice company and nice people to do work with

R. N.

Alex and Andrina are great at what they do and great people too. Recommend getting in touch. There will be things (I assure you) that they can help with you don't even realise yet.

J. M.

Excellent service, great communication and made the whole process of our remortgage effortless and stress free. Cannot recommend strongly enough.

P. N.

Great service from these guys. Understood what I was trying to achieve and helped arrange things in a way that enabled financial security whilst still being able to enjoy life and spend sensibly. Highly recommended

A. J.

I've no hesitation in recommending Quayside. Great service from great people that pride themselves in understanding your needs before offering the best advice.

K. O.

I was very impressed when I spoke to Alex, he clearly knows his stuff and was able to resolve my concerns and answer my questions almost immediately

M. L.

Excellent company who listened to our needs and effectively managed our remortgage and life insurance needs.

L. C.

I highly recommend Alex and his team. Great people, great service. great knowledge.

J. S.

Alex was extremely helpful - understanding my financial needs and devising an action plan.

I. H.

Good sound advice. Available and willing to talk and listen. Would recommend

G. W.

The whole team are very helpful. And the service is fast and first class

J. G.

Amazing service from Alex and team

A. D.

Amelia is wonderful! Really understood my wants for the future and gave me some great ideas on how to get there over the next few years. It’s great to talk to a financial advisor with no judgement on your situation, just the want to help you make the best out of what you have. I would 100% recommend Amelia, especially if you’re in recruitment!

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