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 .

About us
What we do

Latest News

Questa colleagues take on 5,000 squat challenge for MND

Two members of the mortgage team at Questa Financial Planning are taking on 5,000 squats throughout November to raise money for the Motor Neurone Disease (MND) Association.

Autumn Budget 2026: what it means for investors and property owners

Capital Gains Tax rates haven’t changed, but investors and landlords still face higher tax on their income. Expensive homes and wealth passed on to the next generation will…

Autumn Budget 2026: what it means for pensioners and retirees

This Budget protects pensioners and retirees on the lowest incomes and keeps help with energy bills in place. It also brings changes to inheritance tax and the State…