Quayside Wealth Management

We mentioned we were still expanding and today we can break the news of Daniel’s arrival.

Dan has been advising for several years and brings with him both experience and also a collection of clients that we’d also like to officially welcome to Quayside!

Supporting the communities of Witney, Lechlade, Faringdon and surrounding areas, this allows us to expand further in to the Cotswolds, all we need now is the perfect office and we can really help Dan succeed. Please join us to welcome Dan and wish him the best of luck with whatever the Quayside team perhaps drag him in to over the coming years!!!!

We’re Hiring. Again. Not because someone’s leaving, not because things aren’t working, because we’re growing. Some of the team are stepping into bigger roles and we need another brilliant person to help us keep raising the bar.

Our last hire was Jacob, who joined us in a Paraplanning Support role. Even as an entry role, we’ve realised it can be so much more and that means he’s going to need a team mate.

We’re looking for someone who loves people, enjoys getting things organised, and wants to play a bigger part in helping clients feel looked after and supported.

You’ll be speaking with clients, helping advisers prepare for meetings, supporting financial planning work, coordinating activity across the team, and making sure the experience our clients receive is every bit as good as the advice we provide.

We’d love to hear from you if you:
✅ Enjoy building relationships with people.
✅ Like variety in your day.
✅ Are organised and proactive.
✅ Take pride in doing things properly.
✅ Want to learn and develop within a growing business.

Attitude, personality and willingness to learn are what we look for first and foremost. At Quayside, we’re building something different. A team that genuinely enjoys what they do, supports each other, gets involved in the community, and helps clients make the most of life while feeling confident about their finances.

If that sounds like somewhere you’d like to work, we’d love to hear from you. Cv’s to [email protected] and we can go from there.

Following a conversation this week, it reminded me to highlight this after years of spotting it.

Whether you’ve hung up your boots, flown your final mission, found your sea legs elsewhere, or you’re still serving today, your Armed Forces pension could be one of the most valuable assets you’ll ever own.

From experience, while some know some info, other know little, many service personnel and veterans aren’t entirely sure what those benefits mean… When they can access them, or how they fit into a wider financial plan.

Understanding your pension isn’t just about retirement. It’s about making informed decisions throughout life. What more you need to save, where should you be pointing current earnings, mortgage/savings/pension/holidays/kids plans?

You’ve earned those benefits through your service, make sure you’re getting the most from them. 🇬🇧

Over £13,600 raised and the funds are still coming in!!!

Corporate soonsors, we tried to film your logos on our arses but it didn’t quite go to plan. Who would have thought 14 blokes pedalling 200+miles on 30 year old tandems would make it that difficult to keep a logo in tact!!

We’ve all promised we’ll be shouting you out through the year and keeping you of mind when introducing clients to your services but most of all Meningitis Now will of course be forever grateful for your generosity!!

If any of you are coming to the Quayside Big Picnic Saturday, come and see me for a pint!!

We have a full bar, some games for the parents and the kids, a bouncy castle, and some amazing raffle prizes!!!!!

Link here - https://www.eventbrite.co.uk/e/quaysides-big-picnic-for-meningitis-now-tickets-1991199566505