Providing your skyline to financial freedom

Investment Consulting

Behind all wise investment decisions is a group of knowledgeable people sharing their expertise.

We work with an investment committee on an ongoing basis, examining in detail developments in the economy and investment climate. We also use external analyst tools and meet with consultants and fund managers when possible.    

This results in our investment philosophy offering a wide range of options to help clients meet their personal goals and objectives. We advise on more than £250m worth of investments, a figure which continues to grow, on behalf of our many clients.

In our view, asset allocation and fund selection are the key to consistently above average performance. Following detailed discussions about your investment experience and attitude to risk, we tailor our strategies to create a bespoke solution that fits each individual, rather than adopting a ‘one size fits all’ approach.

As an independent firm of financial planners, Questa Chartered is approved and authorised by the Financial Conduct Authority to consider and recommend all types of retail investment products, providing unbiased and unrestricted advice.

Latest News

July Market Commentary

Looking back to the start of last month, June began optimistically as the Space X astronauts reached the International Space Station and ended on an even more upbeat note as…

Focus on the escalator not the yo-yo

We came across this exchange on Twitter recently: “The stock market is like someone playing with a yo-yo whilst riding the up escalator. The secret is to focus on the…

What happens to your mortgage if there are negative interest rates?

With the Bank of England’s base rate being at an historic low of 0.1%, there is talk that we will soon see negative interest rates. In the past, Andrew Bailey,…