Specialist Areas of Focus – At Retirement, Lump Sum Investing, Cash Flow Planning I have been a Director at Oakworth for 3 years and an adviser for 6. Prior to that I was a Paraplanner and in total I’ve worked in financial services for 13 years. I that time I’ve built up a significant amount of knowledge on the advice process and what clients are looking for in terms of input from an adviser to help them make the right decisions with their financial planning. It is my aim to maintain long lasting client relationships, and this is only achieved by building trust and confidence in the advice I provide.
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.