Alex Kell
AFPS Certs CII (MP & ER)
A Chartered Financial Planner and Principal of Quayside Wealth Management, Alex provides tailored financial advice for individuals and businesses alike. Rather than simply discussing solutions such as retirement planning, investment planning and protection plans, Alex shows far more emphasis focusing on his client’s objectives, their needs and their goals, which in many cases can be quite different.
With a depth of understanding of financial advice as well as how to run a small business, Alex can offer what he describes as ‘real financial planning’ to his clients bringing experience from this and his wider previous careers. Alex is proud to be a Financial Adviser in Gloucestershire as he believes helping the community better manage their finances can only be beneficial for the county he loves.
About
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.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
