Flying Colours Advice Ltd provides independent financial advice based in three office locations, Bracknell, Lincoln and Liverpool with 26 advisers.
Our core values can be summed up as Client-Centred, Transparent and Exceptional.
The Flying Colours Group includes discretionary fund manager Flying Colours Investments Ltd.
I started my financial services career with Imperial Life of Canada in 1970 and then held senior positions with Crown Life, Prime Health (now Vitality), and Municipal Mutual.
From 1990 to 2017, I ran my own award-winning independent financial advice firm, Arch Financial Planning Ltd, which subsequently became part of Flying Colours. I’m still actively involved in my work as a financial adviser which I now view more as a vocation than a career. I concentrate on advising older clients with capital to invest, and I’m qualified to advise on care fees funding.
I’m both a Chartered and Certified financial planner and hold Fellowships with the Chartered Insurance Institute, the Personal Finance Society and, until a few years ago, the Pensions Management Institute. I’m also a Chartered Fellow (Financial Planning) of the Institute for Securities & Investment.
Pre and Post Retirement Pension Planning
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17.12.2024
Investment Planning including Ethical Investing
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Rearranging savings and investments to fund the shortfall in care fees
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17.12.2024
Advising on the most appropriate solution or solutions to mitigate inheritance tax on a person's estate
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Fellow of the Chartered Insurance Institute
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Fellow of the Personal Finance Society
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CFP Chartered FCSI (Financial Planning)
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Financial Conduct Authority
PII verified on 17.12.2024
PII is covered as part of a member network
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