Questa Wealth & Financial Planning Limited

Reference number: 750005

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    0330 838 3705

  • Address

    Warner House, Castle Street, Salisbury, Wiltshire, SP1 3TB, United Kingdom

In the full report: 2 background checks

  • What kind of line 0330 838 3705 is, and the other firm that gives it
  • Who else gives the postcode SP1 3TB
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Parrish Consulting Ltd Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
26 April 2016 (10 years old)
Registered office
Warner House, 123 Castle Street, Salisbury, SP1 3TB, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Stuart Graham Dewin Director Aug 1976 28 Jan 2022 3 other companies
Charles Anthony Hoskisson Director Feb 1964 28 Jan 2022 None
Alexander James Holmes Dymock Director Mar 1977 14 Apr 2026 10 other companies
James Neil Anthony Floyd Director Sep 1987 14 Apr 2026 16 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
29
closed down
9
are FCA-registered
2

In the full report: all 29 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Total equity

£18.5k

+15% from £16.1k

Cash at bank

£40.1k

+7.5% from £37.3k

Employees (average)

0

Same as 0

Owed within a year

£24.3k

+2.1% from £23.8k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 10147824. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Questa Wealth & Financial Planning’s history from the FCA register and Companies House, newest first.

2026

13 April 2026

  • James Neil Anthony Floyd became a part-owner (25–50% of shares)
  • Questa Group Limited gave up control
  • Robert James Michael Shipman became a part-owner (25–50% of shares)

Companies House

2022

24 March 2022

  • Changed its registered name from "Parrish Consulting Ltd"

FCA register

28 January 2022

  • Board replaced: its only director left and 2 new directors took over
  • Montpellier Asset Management Limited gave up control
  • Questa Group Limited took control (75–100% of shares)

Companies House

2020

28 February 2020

  • Board replaced: its only director left and a new director took over
  • Daniel James Parrish gave up control
  • Montpellier Asset Management Limited took control (75–100% of shares)

Companies House

2016

1 November 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

26 April 2016

  • Incorporated at Companies House
  • Daniel James Parrish took control (75–100% of shares)

Companies House

In the full report: all 24 events

  • All 24 events in its history (14 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Questa Wealth & Financial Planning

Other FCA-listed firms that share a director, phone number or address with Questa Wealth & Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
2
share its phone number
1

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Questa Wealth & Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Salisbury

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Questa Wealth & Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 29 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 24 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Questa Wealth & Financial Planning Limited FCA authorised?
Yes, Questa Wealth & Financial Planning Limited (FRN 750005) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Questa Wealth & Financial Planning’s phone number?
The FCA register lists the phone number 0330 838 3705 for Questa Wealth & Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Questa Wealth & Financial Planning a scam or clone?
Questa Wealth & Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Questa Wealth & Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Questa Wealth & Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Questa Wealth & Financial Planning?
Companies House lists 2 people with significant control of Questa Wealth & Financial Planning: Mr James Neil Anthony Floyd (25–50% of shares) and Mr Robert James Michael Shipman (25–50% of shares). Before that, it was controlled by Montpellier Asset Management Limited, Mr Daniel James Parrish and Questa Group Limited.
Who runs Questa Wealth & Financial Planning?
Companies House lists 4 directors of Questa Wealth & Financial Planning: Stuart Graham Dewin, Charles Anthony Hoskisson, Alexander James Holmes Dymock and James Neil Anthony Floyd.
How long has Questa Wealth & Financial Planning been in business?
The company was formed on 26 April 2016, and has held its current FCA authorisation since November 2016.
What do Questa Wealth & Financial Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show total equity of £18.5k (+15% from £16.1k) and cash at bank of £40.1k (+7.5% from £37.3k).
Does Questa Wealth & Financial Planning use any other names?
It has previously used the name Parrish Consulting Ltd.

Sources and links

The full report on Questa Wealth & Financial Planning Limited

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