I have many years’ experience in financial planning, having worked in the Banking and Financial Services sector since leaving University. I am Chartered Insurance Institute-qualified and utilise effective interpersonal, analytical and technical skills to competently manage the financial planning needs of people and businesses. I have extensive experience in Defined Benefit Transfers and am a qualified Pension Transfer Specialist.
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.