Investment Consulting

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

That’s why we have an in-house investment committee to examine detailed developments in the economy and investment climate on an ongoing basis. We also use external analyst tools and meet frequently with consultants and fund managers.

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.