Opendoorz Members

We’re delighted to welcome business profesionals to our monthly guest events in and around Oxfordshire

Liam Cubbage

Joined the Opendoorz gang in March ’22

Play Hard…

Liam loves nothing more than being a big kid when playing with his son. He enjoys eating good (and sometimes bad!) food, listening to music, and when he can find the time, downhill mountain biking.

Work Hard…

Liam is a financial planner with Quayside Wealth Management, a Partner practice of St. James’s Place (SJP). He started his career with SJP in 2014 and is a self-proclaimed ‘nerd’ when it comes to the technical aspects of financial planning. He does, however, make a conscious effort to reign in the technical detail and focus his time on truly understanding his clients and helping them to understand the complex world of financial planning. This allows him to formulate a plan that helps them to achieve their goals and dreams.

Liam believes that whilst investment returns, pensions, ISAs, tax allowances, etc. are all key components of a great financial plan, the most important thing is building a trusted relationship with clients and ensuring the plan is tailored to their situation with the aim of helping them to achieve their aspirations.

Liam’s areas of specialism include:

  • Goal based planning
  • Investment planning
  • Retirement planning
  • Inheritance tax planning
  • Corporate planning

 

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