At Quay Financial Advice, our independent financial adviser specialises in pensions, investment, savings, income in retirement and Inheritance Tax (IHT) planning.
We've been helping clients navigate complex financial markets for many years, and our business has evolved primarily through client recommendations.
Based in Gillingham, Dorset, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.
Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, our qualified independent adviser has the expertise to provide the answer. We are a small firm with forward-thinking ideas, always looking to embrace technology and educate our clients through the changes to regulation and delivery of advice.
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.
At Quay Financial Advice, we firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.