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0333 241 9900 hello@fcadvice.co.uk

Bracknell

Lincoln

Liverpool

hello@fcadvice.co.uk 0333 241 9900

Liverpool

Freddie Barton

Independent Financial Adviser

Important information

fca register

qualifications

Qualifications

Diploma in Regulated Financial Planning (DipPFS)
Certificate in Discretionary Investment Management (CII)

The RQF level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Certificate in Securities Advice & Dealing
CF8 Award in Long Term Care Insurance (CII)

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Get to know Freddie

I have a passion for financial services and I am dedicated to helping individuals and families achieve their goals.

There is a mountain of information available today around tax, pensions, investments, retirement, insurance and much more. Navigating all these areas is time consuming and stressful. My aim as your adviser is to cut through the noise, help you achieve your goals and answer the most nagging question of “do I have enough?” whilst ensuring you do not make any financial mistakes along the way.

With my knowledge and experience of creating comprehensive tailored financial plans, I will help you achieve the life you want and spend more time doing what you love.

Outside of work

My spare time is mostly spent with my partner and our young daughter. In my personal time I train Brazilian Jiu Jitsu, go to the gym and read.

What do love about your job?

Seeing the positive impact a Financial Plan has on individual and their families.

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

see all

George Agan

Chartered Financial Planner

Billy Ambler

Independent Financial Adviser

Mark Anderson

Independent Financial Adviser

Garry Appleton

Managing Director

Sarah Arora

Independent Financial Adviser

Freddie Barton

Independent Financial Adviser

Sarah Bond

Chief Operating Officer

Russell Bruce

Paraplanner

Aoife Brunt

Group HR Manager

Selina Butler

Senior 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

Head of Investments

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

Paraplanner

David Lemar

Independent Financial Adviser

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

Mark Preskett

Melanie Preston

Head of Financial Planning Compliance & Paraplanning

Liviu Ratoi

Independent Financial Adviser

Joanna Reed

Administrator

Craig Ridge

Independent Financial Adviser

Andrew Smith

Independent Financial Adviser

Simon Stygall

Chartered Financial Planner

Nick Tattersall

Independent Financial Adviser & Non-Executive Director

Abigail Thompson

Independent Financial Adviser

George Tuck

Independent Financial Adviser

Colin Warrener

Paraplanner

Carl Williams

Independent Financial Adviser

Nigel Wvendth

Independent Financial Adviser

Insights

From tips on retirement and IHT planning to ideas on the best places to visit, our articles are well worth a read.

What’s caused the global market sell-off and what can investors do about it?

Flying Colours is a member of the “Consumer Duty Alliance”. Learn how this could benefit you

Five ways to protect yourself against a potential increase in Capital Gains Tax

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0333 241 9900

Bracknell

1301 Ocean House
The Ring
Bracknell
RG12 1AX

Lincoln

1 Ingleman Place
The Lawn
Lincoln
LN1 3BU

Liverpool

5th Floor
Yorkshire House
18 Chapel Street
Liverpool, L3 9AG

Flying Colours is a trading name of Flying Colours Advice Limited, which is authorised and regulated by the Financial Conduct Authority under number 672022 at 1301 Ocean House, The Ring, Bracknell, Berkshire RG12 1AX, UK. Company number 09075635.

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