Financial Advisers in Bracknell
Life’s financial journey is full of opportunities, especially when planning for a future that’s full of possibilities.
Everyone’s financial goals are unique. Whether you’re planning for your retirement, managing your wealth, optimising your tax payments, or looking to invest, Flying Colours are here to help you create a plan for the future you want.
As independent advisors, our Bracknell-based team will provide you with straightforward, jargon-free guidance, and access to the skills, knowledge, and experience you need to create the best financial strategy for your unique circumstances. They are available to discuss your finances over the phone, or face-to-face either at our office or from the comfort of your own home.
If you’re in Bracknell and are looking to take a more active role in your financial future, we are ready and waiting. After all, when you make decisions that affect your finances, your life, and your family’s future, it is always better to have an expert at your side.
Get Your Free Financial Consultation in Bracknell Today.
Or you can call our Bracknell office directly at 0333 241 9900
About our Bracknell Office
We’re committed to providing expert financial advice to the people of Bracknell, and our office is conveniently located in Greenwood House in the centre of Bracknell, a short walk from the bustling Lexicon shopping centre, so you can drop by for a chat whenever suits you. As Bracknell natives, our team have a strong understanding of the financial priorities and lifestyles of local residents. This community insight allows us to offer real, accessible guidance that directly aligns with your objectives.
Our mission is to ensure that every one of our clients feels confident about their financial future, which is why we look forward to working with you to achieve your goals.
At Flying Colours we believe financial advice should always be personal. That’s why our team is made up of only the most experienced, qualified financial advisors who have been helping local clients achieve their financial goals for many years.
The team
Our Financial Services in Bracknell
Retirement and pension planning
Retirement planning can seem like a daunting task, but it doesn’t have to be. At Flying Colours, we support clients throughout Bracknell looking to make the most of their pensions and live the lifestyle they want after retirement. Our independent financial advisors help you identify your goals for when, where, and how you plan to spend your retirement, and advise you on the best ways to save and invest for the future. Retirement advisersWealth management
Long-term financial security requires you to protect and grow your existing wealth, but where do you start? Our wealth management experts take the time to learn about your aspirations and financial objectives so that they can identify the most appropriate investment solutions to meet your requirements. They will work with you to create a robust financial plan that focuses on meeting your specific needs. Maximise your wealthTax optimisation
Nobody wants to pay more tax than necessary but navigating the UK’s complex and ever-changing tax rules can be challenging. At our Bracknell office, we help you make the most of available allowances and reliefs. Whether it’s reducing income tax through pensions and ISAs, using your business for tax efficiency, or minimising inheritance tax through effective estate planning, our advisers are here to simplify the process. Tax optimisationInvestment advice
We know that every investor is unique, which is why we create tailored strategies that match your financial goals and risk tolerance. Whether you're exploring SIPPs, ISAs, or building a diversified portfolio, we combine expert advice with the latest market insights to help you make confident decisions. Our Centralised Investment Proposition (CIP), offers advisory and discretionary solutions to help you grow your wealth. Investment advisersNatalie is a great Financial Adviser. She was extremely approachable and helpful, spending the time to get to know me and my family's circumstances and was extremely supportive. She took the time to explain quite complicated matters (to me, anyway) in very simple terms, ensuring I fully understood my options to make informed decisions. I really appreciated Natalie's calm and caring style and was very happy with the advice she gave me. I was also very happy with Simon Harvey, who worked with Natalie and followed up with the pension companies to ensure all was on track.
I have received retirement planning advice enabling me to achieve early retirement. George has been supportive and has provided clear explanations and highlighted options and potential risks throughout. Just at the beginning of my journey with Flying Colours but so far so great.
Very professional and informative advice relating to my retirement options. I found Craig to be very knowledgeable and approachable and he gave me sound advise which I acted on. The whole process was well handled, and Craig was never more than a phone, or online meeting away. I would highly recommend his services.
I had been avoiding doing anything with my pensions for years, but I am so glad I contacted Flying Colours. Natalie has been great, she explained everything to me in a way I could understand and produced a really comprehensive report that showed options and outcomes, and reorganised my pensions for me.
Really helpful advice and comprehensive report from Arthur on all matters financial. We sought advice as I neared retirement and was looking for the best way to manage a number of pension pots. With Arthur's help these pots have now been consolidated onto a single platform which is easier to manage. Arthur also provided helpful advice on tax efficient saving ideas.
Great service. I've been with them for several years. Last week I needed a rapid tax free lump sum. I explained situation and legal status and within 4 days money was in my bank account. I appreciate their understanding of the need for rapid processing. George is very professional, and I've been in financial services for years and have a deep mistrust of IFAs but George is one of the best I've dealt with.
I have used my current adviser for many years and more recently been linked with Flying Colours. I find them efficient and trustworthy with regular and helpful financial updates - both written and video.
I have been extremely impressed and happy with the service I’ve got from Flying Colours and in particular my advisor Andrew. Andrew’s patience and ability to explain things in clear everyday language while giving me the reassurance about every step I was taking means my pensions have been sorted and I’m now in the position to make informed decisions about my future. All throughout he’s been transparent and open with me. I’d highly recommend him.
Maxine has been instrumental in managing our financial planning, from pension transfers to tax-efficient strategies within our business. We wholeheartedly recommend her, as we have to friends, colleagues, and family. Her advice is genuine and goes above and beyond her duty to ensure we are getting the best advice at the right time, nothing is too much trouble.
Arthur discussed a variety of options that would suit my future needs and risk profile and I feel he gave me proper independent advice. I feel I made better decisions from understanding the risks and benefits of property v. investment fund and increasing my pension pot. Despite my relatively modest investment, I am taken seriously. Arthur anticipated many of my questions ahead of my first annual review and so despite my funds performance at the current time, I am confident he is helping me to make good decisions for my future financial security.
John is always ready to answer any questions promptly, professionally and in language I can understand. I feel confident with his advice during the current financial problems in the UK.
Excellent service and counsel provided. Would highly recommend. I have been through several advisers over the years but finally feel I’ve found what I’ve been searching for with Flying Colours. The team are consistently helpful and attentive, particularly my contact Billy Ambler who provides a stellar service at every interaction.
My financial adviser Sara Arora Is very personable, professional, friendly and welcoming. We are on the same page when we talk as she explains everything so well and keeps in touch. I am happy with all the updates from Flying Colours, especially with current events impacting investments.
Why choose Flying Colours in Bracknell?
Choosing the right financial adviser is a big decision, and we know it’s about trust as much as expertise. Here’s why Flying Colours could be the perfect fit for you.
We believe financial advice should be accessible and easy to understand. That’s why we’re upfront about our costs, with no hidden fees, and provide clear, jargon-free guidance every step of the way.
As a Bracknell-based team, we have a deep understanding of the local community and economy. This allows us to offer advice tailored to your unique needs and situation, ensuring a personal touch that larger firms simply cannot match.
We understand that Bracknell is a close-knit, vibrant community, and our local advisers know the financial challenges and aspirations that matter most to our clients.
Ready for the next step?
Contact Us today to schedule your appointment and together we can build a brighter financial future.
Contact our team today