At Quays Wealth Services 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.

David Bowers

Job Title: 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 […]

Sunil Patel

Job Title: 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

Job Title: 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 […]

Alex Burgess

Job Title: Firm Principal

Alex offers a wealth of experience and knowledge to all clients. His passion for quality advice and supporting people to meet their long term life goals started almost 13 years ago, when he started working for a leading UK bank as a Corporate Account Manager. Alex went on to provide advice on various aspects of […]

John Horrocks

Job Title: 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 […]

Debbie Brent

Job Title: 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 […]

Want to know more?

To find out more or to arrange a meeting with us, please call
01706 962000, or email