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

April Market Commentary

To say that March was a busy month is an understatement. Russia went to the polls to elect a new President and, in the least surprising result of the year,…

Are your children or grandchildren at risk from fraudulent investments?

Following a recent study, the Financial Conduct Authority (FCA) has issued a warning that young people are most at risk from fraudulent investment schemes which are promoted through social media.

How the gender gap hits women’s retirement savings as well as pay

A recent study has found women are generally less well prepared for retirement compared to men. The research, carried out by savings company Standard Life, reveals that whilst over half…