Financial Advisers in Lincoln
Life’s financial journey is full of opportunities, especially when planning for a future that’s full of possibilities.
Whether you’re imagining your ideal retirement, looking for ways to maximise your savings, or seeking strategies to protect and grow your wealth, now is the perfect time to take a significant step towards securing the future you’ve always wanted.
At Flying Colours, we know that every person’s financial journey is unique. That’s why our Lincoln-based team takes the time to understand your personal circumstances, providing independent, straightforward guidance that’s as individual as you are.
As your financial partner, we’re available to discuss your finances over the phone or face-to-face, either in the comfort or your own home or from our office in the heart of Lincoln.
Our approach is simple: we believe in clear, jargon-free advice that empowers you to make confident decisions about your financial future. Whether you’re managing your wealth, building your assets, growing your savings, or planning for life after work, we’ll help you navigate the process with clarity and peace of mind.
Get in touch today to book a free consultation with our Lincoln-based financial team.
About our Lincoln office
We’re committed to providing expert financial advice to the people of Lincoln and the surrounding areas. Our office is conveniently located in the heart of Lincoln, close to Lincoln Castle, making it easy to drop in for a chat whenever suits you.
As a local team, we understand the financial needs of Lincoln residents and provide advice that’s grounded in our deep knowledge of the local economy and way of life.. Our goal is to build long-term relationships, ensuring that every client feels confident in their financial future.
The team
Our financial services in Lincoln
Retirement and pension planning
Planning for retirement can feel overwhelming, but with the right guidance, it doesn’t have to be. We help clients across Lincoln optimise their pensions to pave the way to a secure and comfortable retirement. Whether it’s consolidating multiple pension pots, navigating tax relief options, or creating a withdrawal strategy, our advisers provide tailored advice for every stage of your retirement journey. Secure your ideal retirementWealth management
Protecting and growing your wealth is essential for financial security now and in later life. Our Lincoln wealth management services focus on creating and implementing diversified investment strategies that balance risk and reward at a level you're comfortable with. We combine a range of strategic and tactical approaches to ensure your investments align with your short and long-term goals. Maximise your wealthTax optimisation
Nobody wants to pay more tax than necessary. Our tax planning services in Lincoln focus on helping you make the most of available allowances and reliefs. From inheritance tax planning to capital gains tax advice, we ensure your financial strategy is as efficient as possible. By investing in tax-efficient vehicles and understanding your liabilities, you can reduce annual tax bills while growing your wealth. Reduce your tax burdenInvestment advice
Independent and informed investment advice is crucial in today’s volatile markets. At Flying Colours, we work closely with our Lincoln clients to develop bespoke investment strategies that fit their risk tolerance and financial aspirations. Whether it’s exploring SIPPs, ISAs, or diversified portfolios, we use the latest technology, tools and market insights to carefully guide your investment decisions. Get tailored investment adviceChris 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.
I cannot tell you how much it has meant to have Russell Bruce’s advice. I no longer worry that I’m not doing enough to feel financially secure and confident about the future, and that has made a huge difference for me. I find him very easy to talk to; he has a lovely professional, friendly manner. I’ve already recommended him to a family member.
I’ve been a client of FC for almost 10 years and it’s proved to be one of the best financial decisions I’ve made. The advice, care and detail given to me has always been fantastic both from my advisor Billy and the whole FC team. I have recommended their services multiple times before and wouldn’t hesitate again! A brilliant company!
I asked Billy outright, if Flying Colours would make us that fee back in the first 12 months of managing our pensions. He told me it would and I’m happy to say he was right. We’ve got to know him really well and we completely trust the advice he gives us; advice which, over the years, has covered way more than just our pension.
Why choose Flying Colours in Lincoln?
Choosing the right financial adviser is all about trust and delivering tangible results. That’s why so many clients in Lincoln choose to partner with Flying Colours. We offer transparent, competitive pricing with no hidden charges, ensuring that you always know what to expect. Our team’s deep understanding of the local market means we can provide advice that’s specifically tailored to the opportunities and challenges unique to Lincolnshire. Above all, we take a client-first approach, building lasting relationships and delivering financial strategies that evolve with your changing goals and circumstances. Whether you’re planning for retirement or managing wealth, Flying Colours has the expertise to support you with the right guidance at every stage of your financial journey.
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