Questa Chartered Financial Planners

Independent Financial Adviser Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool, FY4 5PR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Sound financial advice is an investment for the future and Questa Chartered helps people maximise the opportunities available.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Anthony Hoskisson CERTPFS
Director / Financial Planner
Stuart Dewin APFS, CFPCM
Director / Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Catherine Wells
David Oldrid CERTPFS
Financial Planner
Gareth Griffiths CERTPFS
Financial Planner
Christopher Blackburn CERTPFS
Financial Planner
Gus Williamson DIPPFS
Financial Planner
Gary Hitchen
Financial Planner
Where to find us

Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool, FY4 5PR

Make an enquiry
About us

Questa Chartered provides advice and expertise to manage wealth and lifestyle choices.
Adhering to a strict code of ethics and the highest standards of professional competence in accordance with its chartered status, Questa Chartered works with individuals, families, trustees and businesses.

As an independent financial planner, we can advise on all types of investments within the marketplace and offer a transparent fee structure focused on delivering peace of mind and value for money.

We work with clients throughout Lancashire and the North West and are happy to meet clients at their own home or at our offices located on the Fylde coast, near Lytham St Annes. We can also advise clients in the Warwickshire area with a Questa Chartered adviser based in Leamington Spa.

Questa Chartered offers a free introductory meeting with clients to assess whether we can add value to your financial planning. And, should you be happy to proceed with our services, we provide a five stage advice process to fully understand each individual's personal aims and objectives.
Questa Chartered is an active member of the local community within Lancashire and regularly supports local sports clubs, children's activities and charities.

Our services

As a trusted independent adviser, Questa Chartered can open your eyes to the benefits of financial planning.

Not everyone has the confidence to navigate the financial world on their own and we work in close partnership with clients to fully understand their aims and objectives both now and in the future.

Our team of 12 advisers can look at a range of financial requirements from pensions and investments to insurance policies and mortgages.
We can also handle complex inheritance tax scenarios and tax planning to ensure clients are maximising all financial planning opportunities.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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