Specific Areas of Focus - Retirement Planning, Investments and Protection. I provide holistic financial planning advice in a professional and personal manner to all my clients. Through 12 years’ experience working in Financial Services I have built up a detailed knowledge of Financial Planning and Wealth Management. I really enjoy helping all my clients to achieve what is really important to them. I believe it is important to take the investment burden off my clients allowing them to concentrate on living life to the full safe in the knowledge their investment portfolios are being looked after. Experience, Skills and Knowledge: Risk Assessments, Discussing Capacity For Loss both Financial and Emotional, Pension Planning Issues, Explaining Retirement Income Options, Pension Transfers Defined Contribution Transfers, Goals Based Financial Planning, Vulnerable Clients, Assessing Retirement Needs, Bridging the Retirement Gap, At Retirement Income Planning Cash Flow Modelling, Asset Allocation Management, Discretionary Managed Investment Solutions Protection Needs in the event of Death, Illness, Disability and Income Protection, Managing Client Risk Profiles, Utilising CGT/ISA Exemptions, Comprehensive Knowledge of Tax Planning and Tax Wrappers.
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.