01253 83 00 50

Plan today. Prosper tomorrow.

Challenge one of Lancashire’s largest independent financial planning practices to help you, your family and your business to flourish, own and protect .

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About us

About us

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.

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What we do

What we do

From advice on specific requirements to long term planning, we will provide you with a range of options for your financial future. Firstly, we will assess your current situation and create a personal plan to enable you to achieve your goals.

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Latest News

Extended: Blackpool Wren Rovers Sponsorship for 2026/27 Season

It’s the start of a new season. And we’re backing Blackpool Wren Rovers again. This is news that Questa Financial Planning has extended its sponsorship and will remain…
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Will the 2027 pension inheritance tax changes mean you should spend your pension differently?

For nearly two decades, pensions have sat outside the taxman’s reach at death. Build up a defined contribution pot, don’t draw it all down, and whatever’s left has…
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Your NHS pension statement has arrived. What should you actually look at?

If you’ve just opened your Annual Benefit Statement (ABS) – or found it sitting inside your Total Reward Statement (TRS) – and felt your eyes glaze over at…
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Get in touch

01253 83 00 50 Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool, Lancs FY4 5PR.

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