Arthur founded the independent advice firm in 1989 which was to become Arch Financial Planning Limited (now trading as Flying Colours Surrey). His previous experience included senior management positions with Imperial Life of Canada, Crown Life, Prime Health (now Vitality Life) and Municipal Mutual Insurance.
Under Arthur’s leadership, Arch Financial Planning received many awards:
Arthur is a Chartered & Certified Financial Planner and holds Fellowships of the Chartered Insurance Institute and the Personal Finance Society. He is also a Chartered member of the Institute for Securities & Investment and was until recently a Fellow of the Pensions Management Institute. Arthur is a director of Flying Colours Surrey but has passed over his personal clients to younger advisers so they can be looked after long term. However, he is always ready to meet new potential clients to introduce them to the benefits of Flying Colours Surrey. Arthur has been a member of Millmead Baptist Church, a large Christian community based in Guildford, for 23 years and for much of this time was the leader of the NewFocus group which particularly seeks to meet the needs of retired and semi-retired people.
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.
Initially I had some funds that needed to be invested and I needed advice on my pension provision and then more recently on what to do with policies that were maturing. Don't think he could have done anything better. Arthur advised on all these areas and I was very satisfied that he understood the needs and gave good advice on the steps to take. I am very happy with the advice given.
My mother died and I inherited a substantial number of shares that I had no idea what to do with. Arthur came to our house. He took time to explain everything with care, not least the advantages of spreading investments across a range of companies. He went through all our papers. He helped consolidate our existing (modest) savings, sitting mainly in bank accounts. He outlined various possibilities - for example did I want high risk, medium risk or low risk investments. Did I want ethical investments. I would never have been able to manage my investments in this way. I did not feel pressured in any way. It is a great relief to me to know that competent people are looking after my portfolio.
My husband and I used him for our savings and when I was widowed he helped to organise how the money was invested, both for myself and a child.. When I remarried he helped again to review and advise. Although I have moved he continues to advise and takes a trip out to visit us to continue advising. I don't think with the current market. I could have done any better.