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

April Market Commentary

To say that March was a busy month is an understatement. Russia went to the polls to elect a new President and, in the least surprising result of the year,…

Are your children or grandchildren at risk from fraudulent investments?

Following a recent study, the Financial Conduct Authority (FCA) has issued a warning that young people are most at risk from fraudulent investment schemes which are promoted through social media.

How the gender gap hits women’s retirement savings as well as pay

A recent study has found women are generally less well prepared for retirement compared to men. The research, carried out by savings company Standard Life, reveals that whilst over half…