I am a Director at Oakworth Financial planning as well as being an active Financial Adviser. I have been with Oakworth for over 10 years and have seen a significant change over this period. I personally look after almost £40m FUM which gives me a varied knowledge of what a client’s goals and aspirations may be and how to position advice around this. Oakworth aim to provide a positive client experience, and one which will last for the long term. I believe that my interpersonal skills enable me to build lasting relationships based on sound advice and trust. I have recently completed a course on Behavioural Finance and will be encouraging our staff to build this into our proposition.
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.