Based just outside Kendal, we provide bespoke wealth management advice to clients in the Lake District and across the UK. At Quintessential Wealth Management, we are passionate about delivering first-class, personalised service, helping our clients navigate the complexities of financial planning with clarity and confidence.

Kevin Quinn, who founded Quintessential Wealth Management in 2018, has over three decades of experience in the financial services industry. Kevin’s career began in 1989 with Pearl Assurance, where he gained invaluable experience in “home service” – an approach that focused on meeting clients face-to-face and truly understanding their needs. This foundation shaped Kevin’s belief in the importance of building strong, lasting relationships with each client, a value that remains central to everything we do today. Over the years, he has witnessed many changes in the regulatory landscape, and although financial advice has become more complex, Kevin’s focus has always been on simplifying the process. Transparency, cost-effectiveness, and clarity are at the core of his approach, with a focus on problem-solving rather than product-selling, ensuring clients always receive advice that is tailored and appropriate to their individual circumstances.

We are also proud to have Jacqui Shaw as part of the team. As a Chartered Financial Planner, Jacqui brings an exceptional level of professionalism and expertise to the business. Her deep knowledge and dedication ensure our clients benefit from well-rounded, forward-thinking advice. Together, we are committed to providing a service that is as personal as it is professional, with solutions tailored to each client’s needs.