About Us

At Quays Wealth Management we seek to deliver exceptional levels of customer service and will have a face-to-face conversation with you around risk and help you to make an informed decision.

A key part of our investment process is understanding your attitude to risk and the level of risk you can afford or want to take. Ensuring that you are comfortable with your investment strategy is important to us; if you don’t understand anything here please ask, there are no wrong questions when it comes to looking after your money!

Our team of experienced, professional advisers are equipped to provide independent and tailored advice on all aspects of investment management and financial planning. This includes wealth management, mortgages, retirement planning, pensions, life assurance and inheritance tax planning.

 

Stephen Leadbetter

Tel: 07837 744 891

About Stephen

Stephen is the firm principal and is responsible for the day to day running of the business.

His career in Financial Services started almost 20 years ago, initially with a large Employee Benefits Consultancy before moving into regulated financial advice. Stephen is an experienced adviser providing relationship-based financial planning advice to both private and corporate clients.

He is a Fellow of the Personal Finance Society, the highest qualification that can be obtained through the Chartered Insurance Institute (CII).  Less than 10% of regulated financial advisers in the UK hold this qualification.   Stephen is also a Chartered Financial Planner through the CII.

Being a Chartered Financial Planner brings with it serious obligations.  Stephen is required to ensure that the advice, service and ongoing support he provides is of the highest quality and based on the client’s researched needs.  He must also adhere to the CII Code of Ethics and continuing professional development requirements.

He is also a Pension Transfer Specialist, which allows him to provide bespoke advice on complex areas of pension planning, such as final salary transfers.

In addition, Stephen is also a qualified Mortgage, Equity Release and Long Term Care adviser and satisfies the FCAs appropriate qualification requirements for those managing client investments.

Furthermore, he also holds the Retirement Provision Diploma awarded by the Pensions Management Institute.

Stephen lives in Sale, Cheshire with his wife and three young daughters and enjoys a round of golf in his spare time.

 

Qualifications:

Fellow of the Personal Finance Society (FPFS)

Chartered Financial Planner

Advanced Diploma in Financial Planning:

  • AF1 Personal Tax and Trust Planning
  • AF3 Pension Planning
  • AF4 Investment Planning
  • AF5 Financial Planning Process

Diploma in Financial Planning:

  • R01 Financial Services, Regulation and Ethics
  • R02 Investment Principles and Risk
  • R03 Personal Taxation
  • J02 Trusts
  • J04 Pension Funding Options
  • J05 Pension Income Options

Retirement Provision Diploma:

  • PMI A Introduction to Retirement Provision
  • PMI B Taxation
  • PMI C Pension Arrangements
  • PMI D Law and Constitution
  • PMI E Design and Administration

Certificate in Mortgage Advice and Equity Release:

  • CF6 Mortgage Advice
  • ER1 Equity Release

Award in Pensions Update:

  • R08 Pensions Update

Certificate in Discretionary Investment Management:

  • J10 Discretionary Investment Management

Certificate in Financial Planning and Long-Term Care Insurance

  • CF1 UK Financial Services, Regulation and Ethics
  • CF2 Investment and Risk
  • CF3 Financial Protection
  • CF4 Retirement Planning
  • CF5 Integrated Financial Planning
  • CF8 Long Term Care Insurance

Certificate in Financial Services / Certificate in Life and Pensions

  • FA1 Life Office Administration
  • FA2 Pensions Administration
  • GR1 Group Risk
  • IF7 Healthcare Insurance Products

David Bowers

Tel: 07739 897 406

About David

Independent Financial Adviser

David began his career in financial services over 35 years ago. He has worked for life assurance companies and spent many years with one of the UK’s top investment houses, as well as carrying out several roles in the industry as an independent adviser. Since 2003 David has been a self-employed adviser and for many years was a part-time lecturer at Blackburn College delivering a degree course in financial services.

He graduated with a degree in English from the University of Sheffield and also has a postgraduate certificate in Education. A former cricketer, David now enjoys a round of golf and watching football.

Qualifications

  • Bachelor of Arts Combined Honours Degree in English, French and Latin
  • Post Graduate Certificate In Education
  • Investment Advice Certificate
  • Diploma in Financial Services
  • Certificate in Equity Release
  • Certificate in Mortgage Advice

Sunil Patel

Tel: 07976 442 137

About Sunil

Independent Financial Adviser

Sunil has over 25 years’ experience in the industry delivering financial advice to Medical Professionals and Doctors nationwide. Having worked for large organisations within the Medical sector, he brings with him niche information and advice. With his specialist knowledge, he truly understands the challenges that medical professionals face.

Katie Burgess

Tel: 07876 716 326

About Katie

Mortgage & Protection Adviser

To combine a flexible working balance with a young family, Katie has joined the Quays Wealth Management team as a Mortgage and Protection Adviser. She works with employed, self-employed, families and business’ to establish exactly what their needs and priorities are.

Katie has worked in the financial services industry for 12 years for a large high street bank dealing with Corporate clients and their specific financial requirements.

John Horrocks

Tel: 07557 785 993

About John

Business Development Manager

John Horrocks has over 30 years experience in Financial Services, having worked as an Independent Financial Adviser and also as a Financial Adviser for a large Financial Services Company he has vast experience in helping people manage their savings and investments, retirement and protection needs.

John is using his financial knowledge and experience to help Quays Wealth Management gain clients who require the very best financial planning available.

Hannah Loney

Tel: 0161 914 6084

About Hannah

Marketing Manager

Hannah has worked for a number of large organisations since graduating with a Marketing Communications and Advertising degree and is a Marketing Professional. Along with bringing a wealth of commercial marketing experience and campaign expertise to the Quays’ team. She is assisting the business to deliver marketing campaigns and commercial projects to meet with the overall business strategies and growth plans.

Mark Seal

Tel: 0161 914 6084

About Mark

Commerical Lending

Mark is an experienced Commercial Banker having worked for a major high street bank for over 35 years including 10 years offshore in the Channel Islands.

During his banking career, Mark has been involved with the full range of businesses from start-up Sole traders, owner managed SME’s to Plc’s, he is able to establish working relationships at each level and to tailor solutions to all their borrowing needs.

Mark prides himself in offering excellent customer service and has a wealth of knowledge in commercial lending whether this be commercial mortgages, working capital funding, leasing or credit finance.

Debbie Brent

Tel: 0161 914 6084

About Debbie

Office Manager

Debbie Brent has over 20 Years of Office Management and Bookkeeping experience, this has developed confidence and strengths in organisation, communication, system implementation and development, team coordination and management.

Debbie joined the Quays Wealth Management team to manage the accounts and to provide advisor support and is happy to face any new tasks or challenges she is presented with. Hoping that her strength’s and experience can be utilised to the benefit of Quays and their team.

Want to know more?

Call us for a friendly chat on 0161 914 6084 or email: info@quayswm.com