Making financial decisions clearer

 

A journey of financial discovery

 

Helping you explore your financial future

About us

Based in the Thames Valley, we are an independently owned financial planning and wealth management practice.

We focus on using life planning to provide you with tailored financial recommendations that fit your individual circumstances. This means helping you to identify your goals and then putting the right financial framework in place to help you get there.

More about us
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Wealth | Planning | Life

Financial Planning

Wealth Management

Who We Work With

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What our clients say

“Over the last 10 years I have worked with John and Ian, and several other Quest staff on multiple client matters, from complex tax planning to basic mortgage needs.

As well as being really nice people that take time to build relationships with my clients, they impress them too; with their focus, care and skills to the extent that they have a brilliant client retention record. Quest also look after my own financial planning affairs and assisted some of my partners with a commercial property purchase through SIPPs.”

Jonathan Walton, Managing Director – Whitley Stimpson Chartered Accountants

“I have been working with Quest Financial Solutions since their inception 10 years ago. The outstanding level of their expertise, professionalism, communication and service allows me to relax, knowing I can rely on them for the best advice. To me, as both a working partner and a client, they are incomparable in their field and an absolute pleasure to deal with.”

Samantha Bellia, Solicitor – Lightfoots Solicitors

“We have worked with the team at Quest now for many years and have always found them professional, approachable and proactive. We really can relax knowing they have our best interests at heart and have happily recommended them to friends and family.”

Dan & Katie, Oxford

“The help and guidance received from our IFA at Quest for about 10 years now has always been clear and to the point. Importantly, in tricky times, he has always been open about uncertainties and spelled out the cases for and against any action. The performance of our portfolios during this time has been very good, in boom times and, importantly, during the various crises. The responsiveness to questions, and, on occasion, to emergencies, has been instant.”

Peter, Bedfordshire