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Welcome to the Questa Wealth Management Wrap Service Client Area

Questa Chartered offers clients 24-hour online access to their financial portfolio. The system is secure and allows you to access up-to-date information about the value of your portfolio and the way in which it is invested.

Latest News

May Market Commentary

Introduction First the good news. None of the leading world stock markets on which we report in this Bulletin fell in April. With just one exception – China – all…

3 tips to avoiding inheritance tax

Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued at over £325,000, everything above this…

The popularity of equity release is growing, but is this a good move?

Equity release is no longer the niche lending area it once was. More and more homeowners over 55 are choosing to release cash tied up in their homes and there…