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

September Market Commentary

Introduction August used to be known as the ‘silly season’. Everyone who made the news was away on holiday, nothing happened and newspapers were desperate to fill their pages. So…

4 key ways to prevent your grown-up children derailing your retirement savings

The Bank of Mum and Dad is a well-known concept and we all hate to see our children struggle financially, which is why many parents continue to support their children…