I aim to give my clients peace of mind so that they can focus on all the enjoyable and important parts of their lives. My clients find it invaluable to have a trusted, highly qualified confidante who can be impartial and unemotional about decisions that are important to their ongoing financial security, and I try to communicate in a concise and transparent manner avoiding financial jargon. This is particularly important to people at difficult times in their lives: sadly, many of my clients are referred to me by their friends or professional advisers after they have suffered a bereavement or are divorcing. I hold the highest qualifications being both a Fellow and Chartered Financial Planner so I can advise on all areas including pensions, savings, investments, trusts, gifting and inheritance tax planning, mortgages and the issues important to business owners. I am an enthusiastic advocate of everybody managing their work /life balance which works best for them. Alongside enjoying my work, I take full advantage of the cultural opportunities living in Central London.
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.