Specific Areas of Focus - Retirement Planning, Investments and Protection. I’m approachable, bubbly and smiley character and put my clients needs at the heart of all of the advice I provide. I have a strong back-ground in Paraplanning which provides me with a robust range of industry knowledge. I am currently working towards becoming a Chartered Financial Planner. Retirement planning is my preferred area of advice with the majority of experience being in this area, from establishing Individual and Group Pension Schemes to helping people access their benefits in the best way to suit their lifestyle and plans for making the most of their retirement. I have also built up a considerable amount of expertise in the Protection market, primarily based around the younger family sector. I am an active member of Women in Business Networks and have a strong desire to help women who are struggling with divorce. I feel that my experiences can be valuable in dealing with female specific areas of advice.
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.