Bracknell

Marisa Luttrell

Investment Analyst

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Get to know Marisa

I joined Flying Colours in January 2023 as a Financial Administrator and a few months later, joined the Investment Team. My daily tasks include managing the administration of our model portfolios, including making fund switches and rebalancing, completing fund analysis and various reporting on performance and factsheet production.

I also support Renzo in his role which oversees all investment solutions that we offer to clients. This involves working with advisers and paraplanners to help them research and analyse different investment solutions.

I enjoy developing on the job – moving to the Investment Team has been a big learning curve and each day I’m finding something new to research and discover.

Outside of work

I love running, yoga, travelling, good food, and good company!

What do love about your job?
The people – it’s a great environment.
What do you love about Flying Colours?
It’s a fun but hard-working firm. The people are what make it!
Absolute loves
Friends, good food, family, the sun, running, travelling!
Pet hates
A messy kitchen, traffic.

Meet the team

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Insights

Whether you’re looking for tips on retirement, insight into inheritance tax planning or just inspiration for enjoying your wealth, take a look at our insights.

What’s your “Why” for retirement part 3: Maintaining your dream lifestyle in your later years

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4 reasons you might need to update your budget at the start of the new tax year

Flying Colours
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