About us

Quay Asset Management (Salisbury) is a predominantly fee-based Independent Financial Adviser practice based in Salisbury city centre, with almost 20 years experience in managing clients’ financial assets.

Our clients are typically successful business owners, senior Company Directors or perhaps retired clients who have accumulated wealth over the years – either way, they have neither the time nor the inclination to handle their own investment or pension arrangements. They are usually extremely astute, very focussed and know exactly what they would like to achieve, but may not necessarily know the most efficient way to go about it and are happy to rely on a fellow professional to take control to help ensure that their objectives are met.

We pride ourselves in the quality of the advice we give – indeed that is our biggest asset and our sole Intellectual Property, which is why we charge for it.

We also have a reputation for being able to explan complex financial issues in a style that is easy to understand. That way, we can ensure that our clients are in a position to amke informed decisions.

Our charges are clear and transparent and vary not only with size of the investment, but the range of services you choose to include. That way our clients achieve best value.

At the forefront of our service is a 12 point Financial Health check. You may choose a complete review or just focus on any one of the 12 points – the choice is yours. Transactional business is welcome, of course. However you would like to work with us, you can be assured if one thing – if we wouldn’t buy it for ourselves, we won’t recommend it to you.

About 2plan

2plan are a National IFA business providing independent, whole of market advice, structure and complete compliance and technology services to self-employed financial advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life.