In Guildford, as the capital of Surrey, we cover some of the most beautiful British countryside, throughout the Surrey Hills and up to Esher, Epsom, Cobham and Claygate and the dells of Dorking, the Horsley`s, Cranleigh, Godalming and Woking. People have different needs and expectations across such a mix of rural to semi-rural environments but we offer something quite special designed to be truly bespoke to meet those needs.
Why Flying Colours Guildford for financial advice?
We are different from many firms as we provide impartial, bespoke plans to meet the growing needs of our discerning clientele in the Surrey area. Whether it be working on a solution to a particular area such as Investment review or advice, Pension, protection or Long-term care Research, Financial Advice or Lifestyle Planning or the full suite of financial support that many of our successful clients and families expect.
Financial Lifestyle Planning and how it can positively impact your wealth
Financial Lifestyle Planning is an approach used by our IFA`s to construct yours or your family’s financial objectives or lifestyle goals to help you achieve your financial expectations and make clear choices to prepare you well for the future.
These set of objectives help us build a bespoke financial lifestyle plan which we proactively help you work towards a better financial future for whatever lies ahead.
Our Guildford Financial Advice Specialisms
Our passionate, dedicated and friendly professional advisers are continually invested in with training and legislation updates which means we can be confident we are delivering the best possible advice to you at all times.
Their specialisms include;
Pension advice – whether you need to amalgamate, transfer, combine or withdraw your pension we can help with the right advice and products to suit your individual needs.
Investment advice – with an ever-wider array of investment platforms, products and practises we can provide you with impartial advice designed to make more of your money.
Financial Lifestyle Planning – the term coined for those wishing to plan ahead for the lifestyle they dream of and have worked hard for. Whilst this is an approach and not a product, we can draw on our combined years of experience to produce a financial plan as unique as you.
Inheritance tax advice – with HRMC rules on IHT changing all the time we can advise you on the best course of action to protect your assets and investments within those rules for future generations.
Protection – we all insure our homes and our cars, however, you need to ensure that you also have sufficient life cover and income protection should the worst happen. As this is a very competitive market you need to ensure that you are not paying too much for your existing life cover, income protection or healthcare insurance.
Long-term care – care costs should be factored into any financial planning, whether this is for yourself or a loved-one, they cannot be underestimated or ignored. By planning for each eventuality as early as possible you can mitigate any risk for your family related to long-term care costs.
No-obligation discussion for transparent financial planning
We are confident that our team can assist you we offer a consultation on us; this means your initial consultation with your Guildford IFA carries no-obligation to continue the conversation. Beyond this consultation your dedicated IFA will create a bespoke financial plan based on your requirements.