Billy is a fully qualified Financial Adviser and holds both the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice. He has 8 years’ experience within the financial planning industry, which includes investments, pensions, tax-planning, protection and mortgages. Billy prides himself in delivering exceptional financial advice and building strong relationships with all of his clients. He is a keen rugby fan and lives with his fiancée, dog and 3 cats.
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.
Billy has been very professional and informative and attended to our requirements quickly and without fuss. He is clearly both extremely knowledgeable and approachable and has steered us through our financial review with patience and has always provided superb advice. He has made the whole process straightforward and instils an extremely high level of confidence in the advice that is offered.
I would recommend Billy’s services to anyone considering advice on investments or pensions.
Billy has now been my IFA for approximately 2 years and I can honestly say in that time he's blown my mind. He's extremely knowledgeable & very friendly. This is all backed up by the great service from Flying Colours. Can't recommend enough.
I have known Billy for about 18 months, since I first engaged an IFA. The initial motivation was to advise on starting pension payments and reviewing the various pension pots I had built up, but we soon extended the scope of Flying Colours’s brief to cover all our financial planning, and inheritance tax planning in particular.
From the outset, I took to Billy’s style, and I have felt comfortable presenting all our financial details. His approach is to be thorough without being intrusive; his advice is clear and, importantly, he is readily available to explain and discuss things. 18 months is not long in financial planning terms, but I look forward to working with Billy as we progress our financial plans.