Welcome to Flying Colours Cardiff Financial planning and wealth management

Our independent financial advisers and investment experts have a wealth of experience helping clients achieve life-changing financial outcomes.

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The Flying Colours difference - Quality advice that makes you money:

  • Negate the hidden costs in the market.
  • Improve your underlying investment returns.
  • Work to a bespoke plan based on your individual circumstances.

Here are some of the ways we help clients

Retirement and pensions advice

Helping you successfully plan for the retirement you want.

Investment Planning

Carefully designed investment solutions to secure your financial future.

Elderly and vulnerable clients

Later life solutions that provide total peace of mind.

Tax and estate planning

Solutions for reducing your tax bill and preserving the wealth you want to pass on to your family.

Lifetime financial planning

Comprehensive, personalised planning based on a full understanding of your objectives.

Protection and insurance

Preventing the unexpected from knocking you or your family off track.

Defined Benefit Pension Transfers

Considered recommendations and advice on your Final Salary pension scheme.

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See what our clients have to say

Knowledgeable and professional. Patient and thorough. I was impressed.

Mrs W, Twickenham

A very personable approach. Helpful and courteous.

Mr I, Bath

I now have an investment that will be available to me for my retirement and saved me paying a lot of tax.

Mr L, Lincoln

Our Cardiff articles

Flying Colours Financial Advice Network Launch.

We recently held our first annual Flying Colours National Conference. This was a great opportunity to unite our regional IFA and support teams for the very first time under the same roof. The day was made all the more informative thanks to Baroness Ros Altmann, who featured as keynote speaker much to the appreciation of all. The event served...

Investment Commentary October 2017

Investment Commentary: October 2017 Market Overview October was another strong month for investment markets. Both developed and emerging market equities produced meaningful gains, with global equities rising 3.1% in sterling terms. Asian markets were the standout, with Japan, Korea and Taiwan all rising by as much as 6% to 9% following the...

Nearing retirement? Here’s what the future may hold

Retirement can be the best time of your life — you’ve worked long and hard, perhaps had kids, and now you can turn your full attention to whatever you like. It’s time to indulge in a bit of well-deserved you-time. But what are you going to do with your pension money? Buy the new car you’ve always wanted? Splash out on a dream holiday?...

Welcome to Flying Colours Cardiff Financial planning and wealth management

Our independent financial advisers and investment experts have a wealth of experience helping clients achieve life-changing financial outcomes.

We’re always looking to help more people make the best decisions about how to manage their money, plan for the future and have peace of mind about their finances.

If you’d like to talk to us about your financial planning, please get in touch.

- Rod Stewart, Director, Flying Colours Cardiff