As a Chartered Financial Planner with over 14 years’ experience, I firmly believe that a personalised, individual and long-term service is the only way to deliver a financial plan and avoid potential pitfalls. Making financial decisions can be daunting, so I pride myself on avoiding jargon and using plain English, so my client can better understand the options open to them and feel more confident in the outcome. The fully independent service which Partners Wealth Management offers, ensures I have all the tools I need to provide a consistently excellent and bespoke service to my clients. I have a great deal of experience helping clients in the run-up to retirement, ensuring that they are able to get off on the right foot and relax. A critical part of this can also be ensuring loved ones and next of kin are financially secure.
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.