What We Do

Providing focus and direction

We want to help you to achieve your life’s ambitions through sound financial planning.

That may mean helping you to retire early or enabling you to travel the world or to have more quality time with family. Whatever your goals, we can make a tangible difference through our detailed knowledge, expertise and planning.

Our aim is to help you and your family to achieve not just financial success but to fulfil your vision for life over generations. To do this, we believe in finding out about the human being behind the figures.

We give you the financial confidence and peace of mind to be able to live your ideal lifestyle.

You might want help with your retirement planning or advice regarding your pension. You may be concerned you’re not getting the best returns on your investments. Or you could require a full review of your situation looking at inheritance tax planning, tax mitigation or planning over the different generations in your family.

We also help people looking for a mortgage or who are keen to secure a better deal on their existing one. In addition, we can ensure there is enough protection in place to care for your family should something happen to you.

Whatever your particular requirement, we’ll take an in-depth look and make practical recommendations to suit your circumstances, providing clarity and direction. Not everyone has the time or inclination to keep focused on their investments. We do.

Let us get on with your financial planning so you can get on with living your life.

Financial Planning

Our financial planning process is very much relationship driven, where we discuss and plan your aims and goals together.

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Wealth Management

We will steer you through the maze of investment options and help you on your investment journey.

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Risk warning

You will always know the actual risks associated with any recommendations made by Quest. We will always try and highlight the pros and cons of what we recommend in plain English but we encourage all clients and prospective clients to challenge us and question us as much as they like until they are 100% clear why a particular course of action is being taken and how it meets your needs.

Where past performance is referenced on this site or any linked content then it is important to understand it is not a guide to future returns and the value of your investment can fall as well as rise. Nothing on this site should be considered a personal recommendation to take out or refrain from taking out a particular investment or product. Our recommendations will always be through clear, personalised client communications.

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