Local feel, regional presence, national reach

About

We provide professional financial advice and expertise to help you to manage your wealth and increase your lifestyle choices.

Based on the Fylde coast, we’re one of the largest practices in the region but pride ourselves on our friendly, personal approach. Although many of our clients are from Lancashire, others come from all over the United Kingdom, from as far as Aberdeen and Truro.

True to our Northern roots, we’re pragmatic and down to earth – we call a spade, a spade (or even a bucket and spade, a bucket and spade)! Yet, at the same time, our financial planners are among some of the most highly qualified in the region. Their skill lies in their ability to translate complex technical information to practical real life scenarios.

We are committed to ensuring our services represent good value for money, with a clear and transparent fee structure. Above all, we’re passionate about what we do and are known for our enthusiasm and love of life. It’s this which inspires us to help our clients get the most out of life too, through sound financial planning.

Questa Chartered is also listed on www.unbiased.co.uk, an online portal which helps people find the best financial advice.

Meet the team
History

Latest News

March Market Commentary

Let’s take a closer at what’s happening in key markets worldwide.

Lily Passes Certificate in Mortgage Advice and Practice

Questa client support adviser Lily Hoskisson has successfully completed her Certificate in Mortgage Advice and Practice.

Why Are UK Mortgage Approvals at Their Highest Level Since The Mini Budget?

At the start of 2024, UK mortgage approvals hit a 15-month peak. The Bank of England announced that a whopping 55,200 mortgages got the green light in January alone.