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

Questa-Supported Triathlete Neil Hunter Flies Out to Hawaii for Ironman World Championship

Great Harwood-based Lancashire triathlete Neil Hunter has flown out to Hawaii to compete at the Ironman World Championship in Kona, after weeks of specialist heat training designed to…
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September 2026 Market Commentary

Chancellor John Healey will deliver his first Budget on 28 October 2026. As the first major fiscal event under Prime Minister Andy Burnham, it’s likely to set the…
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Estate Planning in Focus: Protecting Family Wealth Ahead of Autumn Tax Updates

Inheritance tax used to be something only the very wealthy worried about. That’s changing. Frozen allowances, rising property values and a series of reforms have steadily brought more…
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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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