01253 83 00 50

Transforming your financial landscape

Are You Ready to Flourish?

At Questa, we believe in a financial future that’s not just secure but vibrant and filled with possibilities. Like all our clients, your vision of a flourishing future will inspire many questions.

  • How can you grow your wealth?
  • How can you buy your own home?
  • How can you lay the foundations for a comfortable retirement?

Our bespoke financial planning and investment services focus on three key foundations: to help you flourish, own and protect.

They are designed to answer all these questions and more – bringing your aspirations to life.

Discover how our three foundations will help you
How Questa Stands Apart

How Questa Stands Apart

Our approach is rooted in understanding you — your dreams, your challenges, and your journey.

Based on the Fylde coast, we’re not just financial planners; we’re partners in your financial well-being. From the first-time homeowner to the seasoned investor, each of our clients benefits from a strategy as unique as they are.

Your Five Steps to a Flourishing Future

Who do we help?

Young Professionals

Young Professionals

Business Owners

Business Owners

Home Owners

Home Owners

Families

Families

Retirees

Retirees

Investors

Investors

Which Issues Can We Help You With?

Questa client stories to inspire.

Auto Enrolment - Getting the best scheme in place

Auto Enrolment - Getting the best scheme in place

Protecting the wealth you have built up over time

Protecting the wealth you have built up over time

To transfer or not to transfer a defined benefit pension plan

To transfer or not to transfer a defined benefit pension plan

Getting peace of mind: Defined Benefits transfer due to health concerns

Getting peace of mind: Defined Benefits transfer due to health concerns

Investment solutions to reduce IHT liability on a sizeable estate

Investment solutions to reduce IHT liability on a sizeable estate

Using tax wrappers to increase your investment

Using tax wrappers to increase your investment

Discover the Questa Difference

Discover the Questa Difference

What sets Questa apart is our commitment to your success. Our client-centric approach and friendly expertise ensure that all our advice is tailored to help you achieve your financial goals.

You can count on Questa to demystify the financial planning process and offer you clarity, confidence, and a path to prosperity.

Begin Your Quest with Questa Today

Begin Your Quest with Questa Today

Curious about how Questa can help you? Explore our services and discover how we tailor our expertise to meet your specific needs, whether you’re securing your family’s future, planning for retirement, or expanding your investment portfolio. 

At Questa, your financial aspirations become our mission. Contact us to start your journey to financial freedom and fulfilment.

Let’s create your success story together.

How Can We Help You?

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Latest News

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Gifts Out of Surplus Income – Your 15 Key Questions Answered

Inheritance tax (IHT) is becoming a bigger talking point than ever. HMRC collected £8.2bn in IHT in the year to March 2025 – an 11% jump on the…
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State Pension Age Review – What It Could Mean for Your Retirement

The government has launched another review of the state pension age, led by Minister Liz Kendall. Right now, it’s 66 for both…
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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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