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Friday, March 29, 2024

Expansion plans revealed as Fylde financial practice confirms 10-Year record growth

The joint owner of a chartered financial practice has attributed record annual growth to the company’s Fylde location.

Questa Chartered on Whitehills Business Park in Blackpool specialises in financial planning and advice.

The business has enjoyed 10 years of successive years of growth – effectively doubling in size since forming in 2007.

In 2017 Questa turnover grew by more than 36 %. Over the year, the team won over 50 new clients and an additional 50 million pounds of investment new funds.

95 % of the new business came from referrals whilst Questa managed funds currently exceed over £300 million in total.

For Questa, managing director Anthony Hoskisson said: “I’ve lived in the Fylde all my life: been to school here; played rugby here; started a family here; and, worked here. Honestly? I wouldn’t want to run a business anywhere else.

“There are a whole range of reasons why we are operating so well at the moment. We’ve managed investments shrewdly, and selected new clients with integrity; in some cases turning business down where we felt it wasn’t in our client’s best interest.

“But above all the contributing factors, I genuinely believe there’s something unique about this area.  Even in times of uncertainty, you can sense the optimism and resilience in sandgrowners.

“The team we have built here at Questa share similar values of hard work and trust with our clients.  And you can’t put a price on that.”

Questa is now predicting further growth in the business of over 15% in the next 5 years.  And further expansion will see an expected doubling of staff – planners, apprentices and administrators  – over the next ten years. Additional office locations throughout the county are also being considered.

Anthony adds: “We’re ambitious. The team we work with expects the very best for the business and our clients. And we’re looking forward to working with even more high calibre people in the coming years.”

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