Providing your skyline to financial freedom

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 authorised by the Financial Conduct Authority to consider and recommend all types of retail investment products, providing unbiased and unrestricted advice.

Latest News

June Market Commentary: A Fragile Calm After the Storm

Welcome to our June 2025 Marketing Commentary. You’d be forgiven for thinking the global markets had finally taken a breather. After the chaos of April – tariffs flying,…

A Guide to Tax-Efficient Charitable Giving

Giving to charity feels good. Simple as that. Whether it’s helping vulnerable children, protecting the planet, or supporting your local food bank, the act of giving can bring…

Minimum Retirement Income: How Much Do You Really Need to Retire?

Good news if you’re worried about retirement costs: the minimum income you need for a basic standard of living in retirement has just fallen…