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Quayside Wealth Management

Quayside Wealth Management Revenue

Financial ServicesFlag of GBGloucester, England, United Kingdom11-20 Employees

$

Quayside Wealth Management revenue & valuation

Annual revenue$1,026,660
Revenue per employee$86,000
Estimated valuation?$3,300,000
Total fundingNo funding

Key Contacts at Quayside Wealth Management

Flag of GB

Alex Kell

Director - Chartered Financial Planner

Flag of GB

Adam Chotoye Dippfs

Senior Paraplanner And Director

Company overview

HeadquartersPillar and Lucy House, Merchants Road, Gloucester Quays, Gloucester, Gloucestershire GL2 5RG, GB
Phone number+449131446
Websites
NAICS52
SIC628
Keywords
Tax Planning, Investment Planning, Business Succession Planning, Employee Benefits, Retirement Planning, Inheritance Tax Planning, Personal Financial Advice, Corporate Financial Advice, Mortgage And Lending Advice, Estate Panning
Founded2014
Employees11-20
Socials

Quayside Wealth Management Email Formats

Quayside Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

About Quayside Wealth Management

At Quayside Wealth Management, we have our clients’ objectives at the heart of everything we do. We understand that finances are personal and extremely important to everyone. We are here to focus on you, your needs and your goals by offering creative financial advice. Our commitment is to spend time to get to know what your financial aspirations are. Dedicating our time and expertise to ensure we are able to put in place and monitor a bespoke, concise financial plan. A plan that we would look to evolve as your personal situation changes through the course of your personal and/or professional life. As a Senior Partner Practice of St. James's Place Wealth Management, we have access to a wealth of knowledge and experience. Alongside this, and with the support of other trusted professionals in our network, we aim to assist you in reach your own financial security. Your home may be repossessed if you do not keep up with repayments on your mortgage. Quayside Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Quayside Wealth Management is a trading name of Quayside Wealth Management Ltd.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager
Director
Entry

Employees by Department

Quayside Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Quayside Wealth Management has never raised funding before.

Frequently asked questions

Quayside Wealth Management is located in Gloucester, England, GB.
You can reach Quayside Wealth Management at +449131446.
Quayside Wealth Management generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.
Quayside Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Quayside Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Quayside Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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tier 1 accuracy

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