A Qualified Financial Planner and Principal of Quayside Wealth Management, Associate Partner Practice of St. James's Place Wealth Management, Alex provides tailored financial advice for individuals and businesses alike. Rather than simply discussing the solutions such as pensions, investment planning and protection. Alex shows far more emphasis focusing on his clientís objectives, their needs and their goals, which in many cases can be quite different.
At Quayside Wealth Management our client's objectives are the number one priority and Alex ensures this is the goal of all of the team and professionals he works with. With many years working with individuals and businesses of all sizes, his experience of working in client facing roles has allowed him to focus on building long term, long lasting client relationships.
A Chartered Financial Planner and Fellow of the Personal Finance Society, Andrina is client focused and service orientated. She has first-rate analytical skills and a comprehensive knowledge of tax, trusts, investment planning and mortgage solutions for both individuals and businesses. With over 10 years in the Financial Service Industry working with Financial Advisers and St. James's Place Private Client Team she has a vast array of experience to call on to assist our clients.
Andrina firmly believes that as important as it is to focus on the here and now, the real benefits of strategic financial planning truly come when a long term plan is put in place.
Trusts are not regulated by the Financial Conduct Authority.
Adamís role is to ensure clear and effective communications within the Practice, to clients and third parties. Adam deals with a vast array of work including new client enquiries, product research, liaising with administration centres of external providers, processing client applications and supporting the business with client events.
Adam is a central point of contact in the office for clients should their adviser not be available, managing both Alex and Andrinaís professional diaries.
Currently completing an internal accreditation with the support of St. James's Place, Adamís structured professional development in Financial Services is aligned with Quayside Wealth Managementsí continued commitment of a great experience to our clients.