Investment planning
Our investment expertise is central to our financial advice offering. We fully appreciate the significance of what you entrust us to do with your wealth and we never take that for granted.
Bespoke investment solutions for your needs
We understand that every client is unique, and there is no one-size-fits-all solution to investing. We use our experience to create a range of investment solutions to help you achieve your financial goals.
However experienced you are as an investor, it’s important for you to understand how your money is invested. So, we keep things simple and do all we can to ensure that you can fully input into your financial plan.
All clients have access to our Centralised Investment Proposition (CIP) which includes advisory and discretionary investment solutions.
Read about the three fundamental requirements that make up our CIP below.
Diversification
Assets perform differently at different times. Often, one will increase in value as another falls. Combining different assets should enable a portfolio to produce positive returns.Strategic asset allocation
This is where we decide the proportions of each asset class we invest in, the geographical split for the most appropriate level of risk, and the expected return.Cost
Every time an investment is bought or sold, there are associated costs such as dealing charges, bid/offer spread, and Stamp Duty. We work hard to keep these as low as possible.Download our information booklet here for detailed information on our investment approach
Why choose us?
Our clients explain why they trust Flying Colours for financial advice, and why they’ve continued to work with us over the years.
