Maximising your wealth

We can advise you on the best ways to grow and protect your wealth in the most tax-efficient manner possible.

You don’t need to be an expert to invest wisely

The number one goal of investing is to grow your wealth. But with so many options available, it’s hard to know the best way to invest your money. With over 70% of self-investors losing money, it makes sense to leave it to the experts to identify the right approach for you.

We take the time to learn about your aspirations and financial objectives so that we can identify the most appropriate investment solutions to meet your requirements. This will help us to create a financial plan focused on meeting your changing needs and circumstances.

As independent financial advisers, we have access to the whole of the market. This means that we can find the right investment solutions to achieve your goals, without being restricted to certain products.

Our independent financial advisers are experts in investing. We can help you to:
Identify your goals
Whether it’s purchasing an expensive item or setting aside money for loved ones, we’ll help you identify what goals you want to achieve with your investments.
Assess your risk profile
We’ll assess the level of risk to meet your circumstances and how you may be affected by investment losses before recommending how to invest your money.
Review existing investments
We’ll review your existing investments to make sure they are achieving the growth and tax efficiency you require.
Identify suitable investments
With access to the whole of the market, we’ll research and recommend investments that will help you to achieve your goals.
Set up new investments
Once you’ve agreed to our recommendations, we’ll set up new investment products and transfer money into them.
Find tax efficiencies
We’ll recommend appropriate investments for your situation and monitor them to make sure they remain as tax-efficient as possible.

Book your free initial chat

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

book now

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.

Gavin

Billy has really helped us understand the importance of investing and compounding.

Planning for retirement
In retirement
Protecting your family
Later life planning
Business owners

Insights

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

Top 5 tips for retirement planning

What is a comfortable retirement?

How the Autumn Budget’s Capital Gains Tax Increase May Impact Your Investments

Are you retirement ready?

Svg%3E