Questa Chartered Financial Planners

Independent Financial Adviser  Questa House, Whitehills Business Park, Blackpool, FY4 5PR
First meeting at adviser's own cost
Sound financial advice is an investment for the future and Questa Chartered helps people maximise the opportunities available.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd November 2020
Meet our advisers
Gary Hitchen
Financial Planner
Catherine Wells
Christopher Blackburn CERTPFS
Financial Planner
Gareth Griffiths CERTPFS
Financial Planner
David Oldrid CERTPFS
Financial Planner
Stuart Dewin APFS, CFPCM
Director / Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
Anthony Hoskisson CERTPFS
Director / Financial Planner
Gus Williamson DIPPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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 'independent 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.

Where to find us
Head office address: Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool, FY4 5PR
Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd November 2020

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