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Liverpool

Freddie Barton

Trainee Financial Adviser & Paraplanner

Important information

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Get to know Freddie

I joined Flying Colours in April 2022 as a Paraplanner and have since progressed to become a Trainee Financial Adviser in addition to my Paraplanning role. My role is varied and includes arranging meetings between our advisers and potential new clients, shadowing and being trained by Billy Ambler as part of my Financial Adviser training and completing the research and reports for new and existing clients.

I’m aiming to become a Financial Adviser with Flying Colours over the next 12-18 months.

Outside of work

Outside of work, I prioritise spending time with my partner and our daughter. I regularly train Brazilian Jiu-Jitsu & MMA and I thoroughly enjoy cooking a rib-eye steak. Any other spare time is spent studying, reading a book or the Financial Times, or the gym!

What do love about your job?
I love speaking to new and existing clients and helping them achieve their goals. I enjoy shadowing and being trained by my highly knowledgeable and experienced colleagues.
What do you love about Flying Colours?
I love that Flying Colours are innovative in the financial planning profession. We’re always working on how we can optimise and improve the client process and experience, all whilst maintaining high standards and providing top quality financial advice.
Absolute loves
My daughter, jiu-jitsu, reading, steak, red wine, the beach, Italy.
Pet hates
Noisy eaters!

Meet the team

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George Agan

Chartered Financial Planner

Billy Ambler

Independent Financial Adviser

Mark Anderson

Independent Financial Adviser

Garry Appleton

Managing Director

Sarah Arora

Independent Financial Adviser

Sarah Bond

Chief Operating Officer

Russell Bruce

Paraplanner

Aoife Brunt

Group HR Manager

Selina Butler

Administrator

Andrew Chapman

Paraplanner

Arthur Childs

Chartered Financial Planner

Maxine Clarke

Chartered Financial Planner

Les Conway

Lifestyle Financial Planner

Kieran Cooper

Head Office Administrator

Lucy Cooper

Administrator

Hannah Cribb

Administrator

Teale Cuthbert

Accounts Assistant

Renzo Desbordes

Senior Portfolio Manager

Jon Dominey

Director & Group Managing Director

Natalie Donnell

Independent Financial Adviser

John Drakes

Independent Financial Adviser

Jack Ellary

IT Support Engineer

Ross Evans

Independent Financial Adviser

John Fielding

Independent Financial Adviser

Joanne Flaherty

Senior Administrator

Celeste Garib

Head of Marketing & Communications

Gareth Geldart

Compliance Officer

Luca Gilfillan

Paraplanner

Chris Guyver

Independent Financial Adviser

Simon Harvey

Administrator

Beth Hitti

Administrator

Cliff Jones

Financial Controller

Siobhán Kearns

Compliance Monitoring Officer

Abigail Lawson

Office Manager - Liverpool

Brioney Lee

Administrator

Marisa Luttrell

Investment Analyst

Peter Mallett

Compliance Monitoring Officer

Alice Maloney

Senior Paraplanner

John Munton

Independent Financial Adviser

Emily McCrory

Senior Administrator

Stephen Murphy

Client Relationship Manager

Guy Myles

Director and Group Chief Executive Officer

Chris Peters

Independent Financial Adviser

Sarah Pearce

Administrator

Melanie Preston

Head of Financial Planning Compliance & Paraplanning

Stephen Rado

Front-End Developer

Liviu Ratoi

Independent Financial Adviser

Craig Ridge

Independent Financial Adviser

Andrew Smith

Independent Financial Adviser

Simon Stygall

Chartered Financial Planner

Nick Tattersall

Independent Financial Adviser & Non-Executive Director

Nick Tasker

Software Developer

Abigail Thompson

Paraplanner

George Tuck

Independent Financial Adviser

Colin Warrener

Paraplanner

Carl Williams

Independent Financial Adviser

Mark Wiseman

Group IT & Development Manager

Nigel Wvendth

Independent Financial Adviser

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