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0333 241 9900 hello@fcadvice.co.uk

Bracknell

Lincoln

Liverpool

hello@fcadvice.co.uk 0333 241 9900

Bracknell

Simon Stygall

Chartered Financial Planner

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qualifications

Qualifications

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ’gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Advanced Diploma in Financial Planning (CII)

This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.

Level 4 Diploma in Regulated Financial Planning (CII)

The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

Joint honours languages degree from Cardiff University (French and Italian)

Chartered Financial Planner

Get to know Simon

I started in financial services in 2006 and have been a Chartered financial planner since 2018.

I love being able to help people and understand where they’d like to be and what’s important to them with a view to creating a financial plan to be able to best meet those objectives. This can only be achieved by really getting to know you, earning your trust, and being able to demonstrate real, tangible value.

I specialise in pensions and retirement planning, investments, and succession and Inheritance Tax planning.

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Outside of work

I enjoy spending time with my wife, our two children and our Welsh Springer Spaniel. We all enjoy country walks, fresh air, and enjoying life together.

I love sport, although nowadays this is typically limited to spectating rather than playing. I do still enjoy running, and try to get to the gym when I can!

What do you love about Flying Colours?

We’ve got a great team of people. We’re very lucky to have such talented and dedicated individuals supporting our advisers, from our investment team to paraplanning, administration, and compliance. We all have the same desire of providing the very best, outcome-focussed advice for our clients.

Absolute loves

I love sport, although nowadays this is typically limited to spectating rather than playing. I do still enjoy running, and try to get to the gym when I can!

Pet hates

Nothing!

Supported by

Colin Warrener

Paraplanner

Carl Williams

Independent Financial Adviser

Mark Wiseman

Group IT & Development Manager

Nigel Wvendth

Independent Financial Adviser

Insights

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Ready to start planning for a brighter financial future? Book now for a free, no-obligation chat with one of our independent financial advisers.

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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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