Business Details
19 Years
experience
Your Trusted Financial Partner in Blackpool
Established in 2007, we are one of Lancashire's largest independent financial planning practices, dedicated to helping individuals, families, and businesses flourish through expert financial guidance. Our team combines over 250 years of collective experience with a personal, down-to-earth approach, translating complex financial concepts into practical solutions tailored to each client's unique circumstances. Based on the Fylde coast but serving clients nationwide, we prioritise transparency in our fee structure and maintain a commitment to continuous professional development, ensuring our advice remains at the forefront of industry standards.As an FCA-authorised firm, we uphold the highest regulatory requirements while providing accessible expertise through platforms like Unbiased.co.uk. Our passion for financial excellence drives us to empower clients across the UK, from Aberdeen to Truro, to achieve their long-term wealth management goals.
Services
Wealth Management
Mortgage Advice
Insurance Planning
Retirement Planning
Estate Planning
Details
- Year established: 2007
Highlights and features
- We have over 250 years of combined experience in financial planning
- Our team includes some of the most qualified financial planners in the region
- We maintain a clear and transparent fee structure for all services
- We provide nationwide service while retaining a local, personal approach
- We are listed on Unbiased.co.uk for independent financial advice
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management services create comprehensive strategies encompassing investment portfolios and estate planning. We help clients grow their assets while aligning with personal goals and risk profiles. With technical analysis and tax-efficient approaches, we optimise financial legacies for current and future generations.
Mortgage Advice
We provide tailored mortgage solutions for first-time buyers, home movers, and equity release clients. Our experts access exclusive deals and offer jargon-free guidance through the entire homeownership journey. We also assess insurance needs to protect property investments.
Insurance Planning
Our protection planning offers bespoke insurance solutions covering life, health, and critical illness. We assess individual risk profiles to recommend appropriate coverage levels while avoiding unnecessary extras, ensuring financial security for clients and their families.
People
Anthony Hoskisson
Founder
Co-founder with extensive financial services experience, establishing Questa Financial Services Ltd in February 2007 to provide accessible, high-quality financial advice.
Andrew Davidson
Founder
Co-founder instrumental in developing Questa's client-focused approach, combining technical expertise with practical financial solutions for long-term client success.
Questions
What financial services does Questa Chartered offer?
We provide wealth management, mortgage advice, and insurance planning services tailored to individual and business needs.
How does Questa approach financial planning?
We use a five-stage process including client consultation, portfolio analysis, tailored recommendations, implementation, and regular reviews.
What fees apply to investment management?
Our fees start at £500 annually, calculated as 1% of portfolio value with a minimum charge.
Do you serve clients outside Lancashire?
Yes, we work with clients across the UK, including Aberdeen and Truro.
