Quayside Wealth Management

What Quayside Wealth Management does

Quayside Wealth Management Ltd is a UK-based independent financial advisory firm founded in 2015 and headquartered at Gloucester Quays, with a second office opened in Tetbury in 2026. Operating as an Appointed Representative of St. James's Place Wealth Management plc, the firm advises solely on the SJP Group's wealth-management products and services, combining investment planning, retirement planning, protection planning, mortgages and specialist banking, corporate services, and intergenerational wealth management into an integrated financial-planning offering. The practice has no proprietary technology platform; it operates within the SJP technology ecosystem and supplements this with Quayside Vault, a secure online document-management platform available via mobile app and desktop, and a Calendly-driven booking flow for initial client consultations.

The firm serves a primarily HNW private-client base organised around five core segments: Private Clients with complex lifestyle and business-linked financial needs, Company Directors requiring tax-efficient remuneration and exit planning, Senior Corporate Executives focused on pension and tax efficiency, Business Owners seeking holistic business-and-personal financial integration, and Corporate Clients needing auto-enrolment and employee-benefits support. Quayside's go-to-market is sales-led and relationship-driven: clients can book initial telephone consultations via Calendly or request face-to-face meetings at the Gloucester or Tetbury offices, after which they enter an annual-review cycle with ongoing advice, regular market bulletins, and access to exclusive client events.

Quayside monetises through an SJP-aligned fee schedule comprising initial advice charges tiered at 3% on the first £250,000 invested, 2% on the next £250,000 and 1% above £500,000, plus recurring annual charges combining a 0.80% advice fee with 0.27-0.69% product/fund charges depending on wrapper and fund selection. Distribution relies on direct face-to-face advisory, professional referrals from solicitors and accountants, Calendly remote consultations, and brand-led inbound from the firm's 40-plus industry and customer-service awards.

Name

Quayside Wealth Management

Legal name

Quayside Wealth Management Ltd

Website

https://quaysidewealthmanagement.co.uk

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Quayside Wealth Management is a UK Appointed Representative of St. James's Place, providing integrated financial planning — investment, retirement, protection, mortgage, corporate and intergenerational wealth advice — to private clients, company directors, senior executives and business owners across the Cotswolds and wider UK from offices in Gloucester and Tetbury.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAC

Private Banking & UHNW Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSABADAD

Private Banking Advisory & Discretionary Portfolio Management

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Wealth management
• Financial planning
• Retirement planning
• Inheritance tax planning
• Corporate pensions

Headquarters

HQ city

Gloucester

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm charges for financial advice services through initial advice charges and ongoing annual charges. Initial advice charges are applied based on the total amount invested (3% on first £250,000, 2% on next £250,000, 1% on amounts over £500,000). Ongoing charges cover suitability reviews and support, comprising an advice charge (0.80% based on account value), product charges (0.27% for Unit Trust/ISA, 0.35% for Pension/Investment Bonds), and fund charges (0.09-0.69% depending on funds selected).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Quayside Wealth Management is a UK wealth advisory firm that delivers personalised financial planning across investments, pensions, protection, mortgages, inheritance tax and corporate employee benefits. It operates as an Appointed Representative of St. James's Place, distributing SJP products alongside its own advisory service, and supports both individual private clients and corporate clients through dedicated specialist teams. The practice is built around a long-term advisory journey, supported by its secure online client portal Quayside Vault.

Product overview

Quayside Wealth Management is a financial advisory firm and Partner Practice of St. James's Place, offering a comprehensive suite of wealth management products and services. The core offering centers on integrated financial planning across five main areas: Investment Planning (ISAs, Unit Trusts, Investment Bonds, Discretionary/Stockbroking, Offshore Investments, and managed portfolio solutions including Polaris, InRetirement, and Growth Portfolios), Retirement Planning (SIPPs, annuities, drawdown, pensions), Protection Planning (life insurance, critical illness, income protection, wills, estate administration), Corporate Services (auto-enrolment, corporate pensions, tax mitigation, employee benefits, exit strategies), and Intergenerational Wealth Management. These are supplemented by specialist services accessed through referral networks (will writing, tax/legal advice, specialist insurance), digital tools including the Quayside Vault document management platform and financial calculators, educational resources (Financial Navigation Guides, Business Insights E-Briefing), and bespoke portfolio services (Responsible Investing ESG, AIM IHT Portfolio, CGT Service). The firm serves Private Clients, Company Directors, Senior Corporate Executives, Business Owners, and Corporate Clients, with all regulated financial products provided through the St. James's Place Group.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning
• Retirement Planning
• Protection Planning
• Mortgages and Specialist Banking

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• St. James's Place Wealth Management plccoreStrategic or Co-development PartnerQuayside Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The firm advises solely on the Group's wealth management products and services. This partnership provides access to SJP's comprehensive range of investment solutions, fund management expertise, and the backing of one of the UK's largest wealth management firms.
• Kings Court TrustsupportingImplementation/ SI/ Consulting PartnerThird-party estate administration service provider, selected for commitment to client care and market-leading services. Part of St. James's Place Estate Administration Service to help alleviate administrative burden when dealing with a client's affairs after death.
• Clarke WilmottsupportingImplementation/ SI/ Consulting PartnerThird-party estate administration service provider, selected for commitment to client care and market-leading services for handling legal, financial and personal tax affairs after death.
• Pavilion RowsupportingImplementation/ SI/ Consulting PartnerThird-party estate administration service provider selected for commitment to client care and market-leading services.
• Genus Trust Company (Jersey)supportingImplementation/ SI/ Consulting PartnerJersey-based trust company specialising in providing trustee services. Jersey has complete autonomy of its internal affairs including taxation and legal matters. Genus Trust Company was established to forge lasting relationships and provide services ensuring trustees represent interests of beneficiaries.
• FlagstonesupportingTechnology or IntegrationFlagstone powers the SJP Cash Deposit Service, an online cash management platform that helps maximise interest by providing access to exclusive rates and hundreds of deposit accounts through a single source, with FSCS protection through multiple bank spreading.
• Western Provident AssociationsupportingImplementation/ SI/ Consulting PartnerWestern Provident Association works with St. James's Place to offer the Family Healthcare Plan, a generation-spanning health protection plan helping to protect health of extended family members.

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Rathbones Group: UK-listed wealth manager offering discretionary investment management and financial planning to private clients, trusts and intermediaries. Comparable as a UK HNW-focused advisory firm with regional office presence, discretionary portfolio offerings, and intergenerational wealth services.
• Quilter: UK wealth manager operating a national adviser network offering investment, retirement and protection advice to HNW clients. Comparable platform-and-adviser hybrid model, with similar reliance on recurring fee revenue from advised HNW households.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager serving private clients with discretionary portfolio management, financial planning and retirement advice via a regional office network. Highly comparable business model to Quayside's advisory-led, relationship-driven HNW focus, though at materially greater scale.
• Killik & Co: London-headquartered UK wealth advisory firm offering financial planning, investment management and tax-efficient investing to HNW private clients. Comparable advisory-led model, long-term client relationships, and focus on intergenerational wealth accumulation.
• Evelyn Partners: UK wealth management and professional services group (formerly Tilney Smith & Williamson) providing investment management, financial planning and tax services to private clients, trustees and business owners. Directly comparable HNW client focus with regional offices and intergenerational wealth capabilities.
• Schroders Personal Wealth: UK wealth management joint venture combining Schroders' investment capability with Lloyds Banking Group's distribution. Comparable full-suite HNW advisory proposition including investment, retirement and protection planning, though operating at substantially greater scale via national adviser network.
• JM Finn & Co: Privately owned UK wealth manager providing discretionary investment management and financial planning to private clients, families and charities. Comparable as a relationship-led, HNW-focused UK advisory firm with strong regional presence and intergenerational wealth expertise.
• Cazenove Capital (part of Schroders): UK private client investment manager offering discretionary wealth management, financial planning and tax advisory to HNW individuals, families and trusts. Comparable HNW client base, relationship-driven model, and emphasis on multi-generational wealth structuring.
• Brown Shipley (part of Wealthify/Kleinwort Hambros group): UK private bank and wealth manager offering investment management, financial planning and banking services to HNW clients. Comparable integrated wealth advisory + mortgage + banking proposition, though serving a more affluent client segment with full private banking capabilities.

Broad incumbents

• St. James's Place Wealth Management: Parent group and platform provider for Quayside. SJP is the UK's largest wealth management group by AUM with a national Partner Practice network offering the same product range Quayside distributes. Comparable as the underlying product, brand and regulatory ecosystem, though SJP operates at vastly greater scale as the principal rather than as an AR.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/QuaysideWealth
• Facebookfacebook.com/quaysidewealth
• LinkedInlinkedin.com/company/quaysidewealthmanagement
• Instagraminstagram.com/quaysidewealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quayside Wealth Management