Stephen Jay - Quayside Financial Planning Limited

At Quayside Financial Planning, we believe less can definitely be more. 
So the advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice. We start by building a relationship with our clients, taking the time to get to know you and understand what’s important to you, so we can deliver advice that’s right for you. We’ll review your finances, understand the current plans you have in place and get a full picture of your financial situation - including what you’re looking to do in the future.

Our advice covers a range of financial areas, including retirement planning, protection, investments and estate planning. When it comes to helping you plan for your retirement, or enjoying it more if you’re already there, we can deliver advice that’s right for you.
And remember, our advice isn’t just for the wealthy. You don't need a large nest egg or lottery win to benefit from financial advice.