Core values
Here at Flying Colours, we have three core values that drive everything we do.
Client-centred
You are at the centre of all our decisions, in terms of the advice we give and the way we run our business.
Our goal is to help you discover your long-term financial objectives and then help you to achieve a brighter financial future. We are always working in your best interests to enable you to meet your goals. We will collaborate and work in partnership with you over the long-term to help you to achieve the life you want with the wealth you have. We do this by acting as a coach, a partner and trusted adviser.
Transparent
We will always be honest and transparent, minimising jargon and helping you have a clear picture of your financial future.
We provide you with timely and understandable information to help you make the right decisions around your finances. We are clear about our processes, explain what we can and cannot do, and always deliver on the promises that we make.
Fees are never hidden, and you will never be pressured into making any decisions. At the same time, we clearly demonstrate our value so you can be confident that the cost of advice will never outweigh the gains that come with effective financial planning.
Exceptional
We are experts in our field but constantly striving to be better at what we do. We invest in training and development for all our staff, both advisory and operational. This ensures that you are working with people who deliver excellent advice and service.
We know that if we invest in our people, value and respect them, they will stay with us, and more importantly you, for the long haul. Our people are rewarded for delivering an excellent service and for generating ideas that will make things better for our clients.
We believe that technology is a continual driving force for change and opportunity. Our goal is to be an industry leader in how we use technology, so that you receive the very best support and service.
Chris has provided peace of mind enabling us to now retire early. He has taken the time to get to know and understand us, helping us to develop and adapt our strategy. We have an open and transparent relationship with him which builds trust. He is personable and tailors solutions to our needs.
I’ve been absolutely delighted with the advice and support I’ve received from Maxine Clarke. She took the time to understand my goals, explained my options clearly, and helped structure my retirement plans. I now feel fully informed, supported, and confident about my financial future.
Luca encouraged me to take a step back and look at the bigger picture – how much risk am I prepared to take, how much income do I really need for my day‑to‑day expenditures, what are my plans for retirement. Luca worked through all the steps of the process at my pace, patiently explaining all the jargon as we progressed.
Chris took the time to understand our goals, provided clear explanations of approaches and a thoughtful, well-structured follow up note. Chris' approachable nature and attention to detail was first class. Following our interactions we now have a much clearer understanding of the relevant aspects to our estate planning.
Liv patiently understood our circumstances and conducted the due diligence required to provide very transparent and exceptionally professional advice. He struck a great balance on long‑term investments, pensions, insurance and retirement. I found Liv very knowledgeable, confident, and personable.
Tom expertly guided me through the complex and time-consuming process associated with consolidating several company pensions. Tom has also provided advice on a number of other financial benefits I was previously unaware of.
Ross gave me a lot of very useful information. He explains everything in a clear and concise way and doesn’t fill your head with jargon you may not understand. He keeps it plain and simple. Ross helped me understand how I could claim back overpaid tax and money I had been paying for a service with a previous pension adviser that shouldn’t have been charged.
From the initial meeting, George was able to understand my concerns and present options for how I could move forward. At no point did I feel any pressure, and I felt from the outset that I wanted to establish a long‑term relationship with George.
Russ guided me through the process of assessing current and future demands on my finances and the selection of appropriate pension investments. Throughout the process Russ has been very patient and explained clearly different options with their risk/benefit profiles. I have found his manner very supportive.
I had several meetings with Freddie to discuss my medium‑ to long‑term goals, my appetite for risk, the kind of retirement I would like and at what age. We then walked through my current finances in detail, and Freddie presented the gap between where I am now and where I would like to be, and proposed some changes that could help me achieve my goals in future.
Liviu has provided us with invaluable help regarding our pensions and how to best plan for our retirement. He has always made time to explain our options and fully answer any concerns we had. He has always gone the extra mile to ensure we were comfortable with the decisions we made and was endlessly patient.