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

How Can First-Time Buyers Find Affordable Deals?

How Can First-Time Buyers Find Affordable Deals? The journey to homeownership is often perceived as daunting, especially for first-time buyers grappling with fluctuating market conditions. However, understanding the…

Lifetime Allowance Gone: What It Means for Your Pension and Retirement

The recent abolition of the Lifetime Allowance (LTA) for pensions marks a significant shift in retirement planning and wealth management in the UK. This move, set to reshape…

May Market Commentary

Over recent months, growth has remained sluggish in many parts of the world, but there are signs that the worst of the inflation crisis might be over. Let’s…