Quayside Wealth Management

03/11/2026

31/10/2026

Don’t get spooked by your pension, don’t let tax come back to haunt you, don’t leave old investments gathering cobwebs and definitely don’t let boring financial advice suck the fun out of planning properly. 🧛

Good financial planning should make life feel less frightening, not more.

No tricks. Solid advice, decent planning and more money for the treats in life. 👻🍬

(We couldn’t resist the Halloween puns!)

27/10/2026

Tax advice from the pub/gym/book is free for a reason.

Everyone has a mate who knows someone who’s come up with the next best thing to do regarding tax. It’s foolproof & the best thing since sliced bread (apparently).

UK tax runs to thousands of pages, changes most years & has more exceptions than rules.

Two people can do the exact same thing and get two completely different outcomes because their circumstances are different.
That’s the bit the pub version never details.

A few questions worth asking before you act on anything you’ve heard;

Who’s it from? Is this person qualified & regulated? A confident tone isn’t a credential

Do they know my whole situation? In short, I doubt it.

Is it current? Advice, even if it is correct, may be out of date due to changes.

What’s the catch? Anything that sounds too good to be true, often is.

I’m not saying don’t be curious. More information should lead to more curiosity which leads to education and then sometimes outcome or advice to get to a better outcome. But please, on behalf of all planners & advisers out there, use the pub knowledge as the question, not the answer!

22/10/2026

He’s made comments about junior ISAs, comments now about mortgages. You don’t need the waffle, you’ve probably read it on here this morning already but, to clarify, Martin Lewis does not know what’s going to happen with interest rates.

Get a mortgage that suits your needs not that gambles on global economies going one way or the other or, because ‘your mate thinks something’ or worse, an unqualified tv presenter does.

If a broker costs nothing then why on earth aren’t you using one?

Fun fact - mortgage advice at Quayside barely washes its face. We do it because it has such an impact on a proper financial plan.

Trust an expert.

19/10/2026

It’s been a while since we asked but here goes…

We love getting a Google review or three at Quayside, not only because it helps those who don’t know where to turn to get quality financial advice but also because it gives us all a moment of bragging rights to one another.

If you’ve left a review already thank you! If not, now is your chance to make one of the Advisers and the team very happy, it takes 2 mins-

Here is the link to our Gloucester Page: https://g.page/r/CcF5eh3EmW7EEAE/review

And here is Tetbury: https://g.page/r/CQDMt-K6xiWDEAE/review

The legends out there could even leave us a review on both?? 👀 Huge thanks in advance!

18/10/2026

Quayside is growing and we’re looking for someone to join our team in a Paraplanning Support role.

No, you don’t need to know everything about pensions, tax and investments on day one but you do need to be switched on, organised, good with detail and actually want to learn.

It’s an entry-level role with a lot of opportunity to develop, surrounded by people who know their stuff and genuinely care about doing a brilliant job for our clients.

If you fancy building a career in financial planning with a team that takes the job seriously, but not ourselves too seriously, we’d love to hear from you.

Email [email protected] or tag that ridiculously organised person you know who would be brilliant at this.

18/10/2026

Apparently “keep doing what you’re doing” is a compliment.

We’re not sure it’s particularly good business advice so we got Nik in from The Ideas Agency in to challenge us.

His approach is built around finding opportunities, developing ideas, making them tangible and testing whether they actually work, rather than just having another meeting about having more meetings.

Quayside is growing, the team is growing and we’ve got some big ambitions, so rather than waiting until something needs fixing, we wanted to ask:
What could be better? What could be different? And what haven’t we thought of yet?

A really good session, some uncomfortable questions, some very good ideas and lots for us to get stuck into.

Good businesses improve when they have to. Great ones improve when they don’t.

Thanks Nik we’re excited to see what’s to come!

12/10/2026

Well this is awkward.

We’ve only been shortlisted for Best Place to Work AND Small Business of the Year in the SoGlos - Gloucestershire’s leading media brand Business Awards!!
So we’re apparently a brilliant place to work and quite good at business.

Massive credit to the team who make Quayside all it is. Anyone who knows us knows just how proud we are of what we’re doing over at Quayside and the relationships being built in and out of work with each other, clients and professional connections in Gloucestershire!

Best of luck to all those shortlisted in our categories and the other categories too... Gloucestershire is a fab place to do business, we’re just glad to be part of it. ❤️⚓️

Wish us luck!!!!! 🍀