I am a chartered financial planner who enjoys working with both young professionals and families looking to accumalate wealth proactively and efficiently, I also have a passion for intergenerational planning and speiclise in retirement planning. qualified pension specialist able to deal with final salary pension transfers. Accounting & Finance degree background having worked for large multi national financial institutions and also a bespoke regional wealth managers providing tailored independant advice on savings - inheritance - pensions - protection - inheritance tax planning. a wealth of experience dealing with business owners and helping them work tax efficiently with accoutants to maximise opportunities.
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.