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Questa Chartered
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We are very passionate about delivering a dedicated personal service; managing your wealth and lifestyle choices now in the future...
We are very passionate about delivering a dedicated personal service; managing your wealth and lifestyle choices now in the future...

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A recent report has suggested that the ‘Bank of Mum and Dad’ will be lending their children over £6.5 billion this year in order to help them onto the property ladder. The projected figure is around £1.5 billion higher than the £5 billion loaned by parents to their offspring in 2016...

https://www.questachartered.co.uk/blog-post/2017/06/06/bill-to-the-bank-of-mum-and-dad-could-reach-pound-6-5bn
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A useful alternative to explaining what financial planning is - is to clearly explain what it is not.

https://www.questachartered.co.uk/blog-post/2015/02/05/myth-busting-financial-planning

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The Lifetime Individual Savings Account, also known as the Lifetime ISA or simply “LISA”, is the brainchild of former Chancellor George Osborne and has finally arrived at the beginning of April for those wanting to get their hands on one.

https://www.questachartered.co.uk/blog-post/2017/05/16/the-new-lifetime-isa-is-here-the-pros-and-cons
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It will come as a surprise to nobody that retirement is one of the biggest lifestyle changes you’ll ever experience. But as your priorities shift and the free time available to you increases, what you might not be as aware of is the way in which your spending habits are likely to alter too...

https://www.questachartered.co.uk/blog-post/2017/05/16/how-will-your-spending-habits-change-in-retirement
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A recent study analysing the income statistics for pensioners has found that more people aged over 65 are continuing to work after they officially retire.

https://www.questachartered.co.uk/blog-post/2016/09/16/is-working-part-of-your-retirement-plan
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Our financial planners work with private individuals, trustees and small to medium sized businesses identifying the most appropriate solutions to meet aims and objectives.

http://bit.ly/2pZZ54R

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1 in 10 people not saving anywhere near enough for retirement...
Figures released last month have revealed that over one in ten (11%) of working people have yet to begin paying into a pension pot. Worryingly, this includes nearly one in ten people in the 51-65 age bracket.

https://www.questachartered.co.uk/blog-post/2016/12/12/1-in-10-people-not-saving-anywhere-near-enough-for-retirement
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Whilst you might expect an increase in the cash and investment ISA limit to be welcomed, at least one dissenting voice has come from Steve Webb, former Pensions Minister and current policy director at Royal London.

http://bit.ly/2oHRYjC

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