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

Weekly client update – 29th May 2020

Hello, and welcome once again to our weekly client update. It was a week overshadowed by the row over Dominic Cummings, the Prime Minister’s special adviser, and his trip to…

Weekly client update – 22nd May 2020

Hello, and welcome to our latest client update, in another week which brought the usual mixture of good and bad news. As usual, the stock market…

Weekly client update – 15th May 2020

Hello, and welcome to our latest client update, in the week that saw the UK take its first steps towards easing the lockdown which has been in place…