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 plan- ning for tomorrow. Are you ready to let Quay Financial Planning unlock your financial future?

Quay Financial Planning is committed to helping you build a goal-based financial plan that reflects what’s most important to you. We aspire to support you, your family and business over the long term. Discover how we can help you build, grow and protect your wealth.”

Long-Term Savings

We help you to understand your options for retirement and later life.

Retirement Planning

We help you invest for a future that matters. Yours.

In Retirement

We help you maximise your retirement income needs after you stop working.

Investment Advice

We help you to grow and utilise your wealth by visualising your financial future.

Inheritance Tax

We help you create an estate plan to preserve your wealth and transfer it tax-efficiently.

Protection

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.

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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.

Latest News

Solid returns

What investors need to know The global stock markets can be highly volatile, with wide-ranging annual, quarterly, even daily swings. Although

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Retirement planning

Inflation, political and general economic impacts There are a number of factors to consider when deciding whether or not to delay

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Let's Talk

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.

Call us 01553 970 995