As a Chartered Financial Planner with over 30 years’ experience within financial services, I enjoy offering bespoke advice to my clients. I have always worked within the ‘independent’ sector and am committed to holistic financial planning advice, focusing on minimising tax, retirement planning, family protection and inheritance tax mitigation. My career started with Investec, advising both individual and corporates predominantly on pensions. I then moved to National Financial Advisers, Origen and Argentis, where I concentrated on working with professional connections and advising private clients. I have a varied portfolio of clients; from individuals who have just started to accumulate an asset base to those who are already retired and concentrating on distributing wealth to younger family members.
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.