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. From advice on specific requirements to long term planning, we will provide you with a range of options for your financial future.
Firstly, we will assess your current situation and create a personal plan to enable you to achieve your goals. The effect the pandemic has had on people's mental health has been well documented. Many people have been juggling work, a home, a family, a relationship, as well as elderly.
Firstly, we will assess your current situation and create a personal plan to enable you to achieve your goals. The effect the pandemic has had on people's mental health has been well documented. Many people have been juggling work, a home, a family, a relationship, as well as elderly.
Services
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.
We are a highly professional and dedicated team with over 250 years combined experience. We are proud to employ some of the most qualified financial planners in the region, led by Managing Director, Anthony Hoskisson and Director and Chartered Financial Planner, Stuart Dewin. As well as another five financial planners, we have specialist administration and technical support teams plus two specialist mortgage brokers.
Anthony Hoskisson was one of the founders of Questa Financial Services Ltd - the Questa Chartered trading style was adopted some time later. Having worked in the financial services sector since the late '80's, Andrew set up his own practice in 1994; this practice being the predecessor of what is known as Questa today.
From advice on specific requirements to long term planning, we will provide you with a range of options for your financial future. Firstly, we will assess your current situation and create a personal plan to enable you to achieve your goals. Our role is to help you to maximise your finances whether you are saving for retirement, looking for a mortgage or are concerned with preserving family wealth for future generations.
We will help you consider your goals for the short, medium and long term and may use cash flow planning where applicable to see how different scenarios might impact your financial well being. For most people, financial stability for themselves and their family is often one of their overriding concerns.
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