Helping you plan and achieve your life goals

Our Independent Advisers work with you to make the most of your financial situation and ensure you have a solutions in place to realise your future ambitions and protect you and your loved ones.

Our Services

From planning for your retirement to protecting and preserving your wealth, Quay Financial Planning offer objective unbiased advice and solutions.

Our highly qualified team has an in-depth understanding of the intricacies of wealth creation and protection, and every aspect of our advice – from assessment to delivery and implementation – is tailored to your unique requirements.

Services focussed on you

Long-Term Savings

How much money do I need to achieve my goals?

Retirement Planning

When can I afford to stop working and retire successfully?

In Retirement

How can I make sure my money will not run out?

Investment Advice

How much investment risk should I take to achieve my future goals?


How can I protect my family’s finances against the unexpected?

Inheritance Tax

How can I pass on my wealth tax-efficiently to future generations?

Your goals and ambitions are unique to you and we want to help you get there. Ready to start a conversation?

If you have any questions or would like to get in touch, please contact Quay Financial Planning.
Together, we can help you plan for the future.

Call us 01553 970 995