A Brief Introduction

Quest Financial Solutions Ltd is a privately owned firm of independent financial advisers, authorised and regulated by the Financial Conduct Authority, based in the Thames Valley. We take pride in providing high quality, unique and specialist independent financial advice. Our advice is tailored to meet the financial needs and aspirations of all our clients both corporate and individual.

Why wait until tomorrow?

Whether you are looking to implement a benefits package for the first time or review your existing arrangements, Quest Financial Solutions Ltd is here to advise you. We provide a free, no obligation initial consultation together with a report outlining our recommendations. We take the time to ensure an understanding of our clients' aims and objectives. Our advice is then personalised to meet those needs.

Our clients receive ongoing financial reviews, regular portfolio valuations together with quarterly news bulletins and periodic economic updates. Our team of highly qualified independent financial advisers are available to help guide you.

Quest Financial Solutions Ltd helps our clients simplify the complicated world of pensions, investments, mortgages and protection to provide solutions to their problems.

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Latest News

Capped Drawdown and retaining the £40K Annual Allowance

The Annual Allowance (AA) places a limit on the maximum amount of tax relievable pension savings that can be made, by and on behalf of an individual, to all registered pension schemes without incurring a tax charge.

Chancellor Abolishes 55% Tax Charge on Death

As announced by the Chancellor George Osborne on the 29th September, from the 6th April 2015 individuals will have the freedom to pass on their unused defined contribution (DC) pension savings to any nominated beneficiary when they die,