We are very passionate about delivering a dedicated personal service; managing your wealth and lifestyle choices now in the future...
Questa - Chartered Financial Planners
We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
Specialties
Investments, Inheritance Tax Planning, Retirement Planning, Mortgages, Trusts
We are very passionate about delivering a dedicated personal service; managing your wealth and lifestyle choices now in the future...
"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.We are committed to ensuring our services represent good value for money, with a clear and transparent fee structure. Above all, we’re passionate about what we do and are known for our enthusiasm and love of life. It’s this which inspires us to help our clients get the most out of life too, through sound financial planning."
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Fantastic service. Company went through detailed due diligence, leaving no stone untu...
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Thanks Mathew superb advice on my pensions 5 star service .highly recommend anyone lo... HBS Financial Planning
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Fantastic got my mortgage with them excellent service from start to finish with an e... Adcas Financial Management Ltd
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Very knowledgeable financial advisors who explained how to get my pension in order in... John Earnshaw Independent Financial Advisers...
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John has been absolutely fantastic finding us a Mortgage at the most critical time wi...
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It is a good place to get your banking needs done, there is staff on floor. 'So if yo...
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I have debts and appalling credit but they looked at how I had dealt with my past and...
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Birley street Blackpool tsb bank can be very busy at times. But the staff are very fr...
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Fantastic sound advice. Thanks for all you help Matthew. I would highly recommend thi...to add Questa Chartered Financial Planners map to your website;
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