Questa Chartered Financial Planners

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Questa Chartered Financial Planners We are very passionate about delivering a dedicated personal service; managing your wealth and lifes

Estate planning is about more than what happens after you die.It is also about thinking ahead and making considered deci...
20/10/2026

Estate planning is about more than what happens after you die.

It is also about thinking ahead and making considered decisions about how family wealth is protected and passed on.

With further tax updates on the horizon, we look at some of the estate planning issues families may want to consider.

There’s a link in the first comment where you can read the full article.

Back from holiday and back to reality?It could also be a good time to check whether your retirement plans are still head...
18/10/2026

Back from holiday and back to reality?

It could also be a good time to check whether your retirement plans are still heading in the right direction.

We look at some of the things worth reviewing, from your overall retirement strategy to common planning pitfalls and whether your investments remain aligned with your goals.

There’s a link in the first comment where you can read the full article.

Do your investments still reflect what matters to you?An ESG portfolio can change over time, just as your own priorities...
17/10/2026

Do your investments still reflect what matters to you?

An ESG portfolio can change over time, just as your own priorities and values can.

Autumn can be a useful opportunity to review your investments and check whether they remain aligned with your sustainability goals and personal values.

There’s a link in the first comment where you can read the full guide.

Budgets can generate plenty of headlines, predictions and speculation.But good financial planning is usually about stayi...
15/10/2026

Budgets can generate plenty of headlines, predictions and speculation.

But good financial planning is usually about staying calm and understanding what any changes actually mean for you.

Our pre-Budget guide looks at some of the issues Lancashire investors may want to consider when protecting and planning their wealth through policy changes.

There’s a link in the first comment where you can read the full article.

Could changes to the State Pension triple lock affect your retirement plans?Proposals around the so-called “Pension for ...
13/10/2026

Could changes to the State Pension triple lock affect your retirement plans?

Proposals around the so-called “Pension for Care” deal have put the future of the triple lock back in the spotlight.

We look at what the proposed changes could mean for State Pension entitlements and longer-term retirement planning.

There’s a link in the first comment where you can read the full article.

What has been driving investment markets recently?Our Market Commentary looks at the key economic factors and market tre...
11/10/2026

What has been driving investment markets recently?

Our Market Commentary looks at the key economic factors and market trends investors have been watching.

We also consider some of the practical issues UK investors may want to keep in mind when reviewing their portfolios.

There’s a link in the first comment where you can read the full article.

Next stop, Hawaii.Questa-supported Lancashire triathlete Neil Hunter has flown to Kona to compete at the Ironman World C...
09/10/2026

Next stop, Hawaii.

Questa-supported Lancashire triathlete Neil Hunter has flown to Kona to compete at the Ironman World Championship.

Neil heads into the event after weeks of specialist heat training as he prepares for one of the biggest challenges in the sport.

We’ll be cheering him on from Lancashire.

There’s a link in the first comment for more details.

Are you worried that upcoming tax rules could leave your family with an unexpected bill on your estate?Bringing unused p...
16/09/2026

Are you worried that upcoming tax rules could leave your family with an unexpected bill on your estate?

Bringing unused pensions into the scope of estate tax fundamentally changes how you should sequence your retirement withdrawals.

Rethinking which assets you spend first can help protect your hard-earned wealth and pass it on efficiently.

Read the full article via the link in the comments.

Have you ever opened your Total Reward Statement and wondered what all those numbers actually mean for your retirement?I...
14/09/2026

Have you ever opened your Total Reward Statement and wondered what all those numbers actually mean for your retirement?

It is easy to get lost in complex figures and annual revaluations, but checking your service history early is critical for spotting employer errors.

Using an NHS pension statement helps ensure your projected benefits are fully accurate before you step away from work.

Read the full article via the link in the comments.

Have you ever wondered if you could step away from the daily grind sooner than expected?Building a substantial nest egg ...
11/09/2026

Have you ever wondered if you could step away from the daily grind sooner than expected?

Building a substantial nest egg is only part of the equation, as two people with identical savings can experience drastically different outcomes depending on how they structure their income.

Aligning your drawdown strategy with your personal goals and tax position is key to understanding if you can afford to retire earlier than you planned.

Read the full article via the link in the comments.

Address

Questa House, Croft Court, Plumpton Close, Whitehills Business Park
Blackpool
FY45PR

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+441253830050

Website

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