Quayside Wealth Management Ltd
Pillar and Lucy House
Merchants Road
Gloucester
GL2 5RG
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(195351) St. James's Place Wealth Management Plc
Located on Brunswick Square in Gloucester and the High St, Lydney, our ethos is to place our clients’ objectives at the heart of everything we do. We understand that finances are personal and extremely important to everyone. We are here to focus on you, your needs and your goals to build trusting long term relationships and of course your own personal financial plan.
Our commitment is to spend time to get to know what your financial aspirations are. Dedicating our time and expertise to ensure we are able to put in place and monitor a bespoke, concise financial plan. A plan that we would look to evolve as your personal situation changes through the course of your personal and/or professional life. Using our knowledge and experience, the support of St. James's Place Wealth Management and the support of other trusted professionals in our network we aim to assist you in reaching your own financial security.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Your home may be repossessed if you do not keep up with repayments of your mortgage.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.