| The senior partner, Mark Roach, has over twenty years experience in the industry. His early career was spent with leading investment houses in the City (starting with the Capital Taxes Office) and has been a member of NASDIM, IMRO, FIMBRA and now the Financial Services Authority (FSA*) - before moving to a national accountancy practice as an independent financial adviser, where he serviced and developed a comprehensive client bank. He is the principal of Quest Financial Services, based in Chipping Norton, Oxfordshire and has been self-employed since 1991.
He takes personal responsibility for all clients at Quest Financial Services, who receive his individual attention and provides a consistent, unhurried level of advise. We have a policy of always putting our recommendations in writing before the client is committed, thus giving you the opportunity to make decisions carefully, at your own pace and without unnecessary pressure.
Quest has many hundreds of clients, making it difficult to pinpoint a ‘typical’ one! We have a policy of assisting anyone in need, no matter how small or great his or her financial base.
Because it is our prime concern to offer independent and personal financial advice to our clients, it is our intention to remain not only independent but also a small, family run business with a community spirit.
The team at Quest Financial Services is growing. Mark is the Senior Partner with the necessary professional qualifications and has been in the town since the late 1980s, living within walking distance of the office premises. Kay is the other qualified financial adviser within the firm.
Quest's Services include:
Family Financial Matters
Domestic & Commercial Mortgages
Tax Mitigation Arrangements
Retirement Counselling
Investment Selection and Review
Ethical Investments
Sickness & Death Insurance
Expatriate and Non-Residence Considerations
Estate Planning & Inheritance Arrangements
Business Succession Planning
Pension Arrangements
School Fees Planning
Tax Planning Tips
Christian Financial Advice
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