Welcome to Quay Financial Planning
Build your financial future today with independent financial advice. Achieve your financial goals with our step-by-step approach that will assess all of your unique needs. We listen to your specific requirements and put them at the centre of your wealth plan, so you can enjoy today while planning for tomorrow. Are you ready to let Quay Financial Planning unlock your financial future?
We help you to understand your options for retirement and later life.
We help you invest for a future that matters. Yours.
We help you maximise your retirement income needs after you stop working.
We help you to grow and utilise your wealth by visualising your financial future.
We help you create an estate plan to preserve your wealth and transfer it tax-efficiently.
We help you feel secure with the knowledge you have the right contingency plan in place.
Ready to start a conversation?
We make financial advice straightforward
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our advisers will be more than happy to talk about your future.
Download our Mobile App
On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are.
Our mobile app is now available on the Apple Store and Google Play Store.
During periods of economic uncertainty, it’s advisable to reassess your retirement plan Living on a fixed income such as a pension
More than one in ten have mortgage debt in the final decade before they retire Two-thirds (67%) of Britons admit to
Your goals and ambitions are unique to you and we want to help you get there.
Together, we can help you plan for the future.