Stephen is a highly qualified Independent Financial Adviser located in the North West of England trading under the Flying Colours brand. Stephen joined Financial Services following 11 years within the Aerospace industry within a Project Management / Financial Management role eventually opting to work in the city as a Stockbroker before migrating onto Lifestyle Financial Planning later in his career. Stephen’s key area of expertise is his ability to tailor his approach to all and he evidences this by working closely with both the elderly and the happily retired right through to active business owners and high net worth individual clients.
He is Father to sons William and Sebastian and is married to his long term partner Joanna and they live in Preston, Lancashire. When not working, Stephen can be found with his family and friends or when the opportunity presents itself perhaps on the golf course.
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.
I wanted to retire early and take a pension. However, as my savings were in a defined benefit scheme I wanted to ensure that I had appropriate advice that gave me the best return not only on an annuity but also on the lump sum that would be invested. Stephen made an appointment with me at my home and we had an initial discussion around the potential options whilst reviewing current lifestyle and thoughts on risk for the investments. Stephen then met with me again with detailed information and we had a further discussion. Once I had sent all of the relevant documentation, Stephen sent a very detailed report allowing me to consider all of the options. Communication has been very positive throughout from Stephen and his team and I would recommend his service to others.
I wanted to group all pensions into one. I also required long term advice going forward. Stephen was very professional, trustworthy and extremely thorough in the preparation and service he provided. The preparation was fantastic and all the options I was given had been clearly researched and made easy for me to understand. It was an easy decision to go with the advice given and use Stephen to move all my pensions into one. I would not hesitate to recommend Stephen, to family, friends or colleagues and I look forward to other advice over the coming years. Stephen could not have done anything better as the advice was fantastic and more importantly easy to understand.
Following the passing of my husband, I was left with an array of investments that were in a mess and I had no idea where to begin. without Stephen I would have been lost and unable to make any progress. Stephen remained available at all times irrelevant of working hours and personally I don't think he could have done anything better - I am so very grateful. I would like to thank Mr Stephen Fox without whose kindness and expertise I could not have coped. No thing was too much trouble and thanks to him my money troubles are over. A massive thank-you.