Welcome to Flying Colours Liverpool 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 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 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

Could you benefit from a Defined Benefit Transfer?

Defined Benefit pensions, or Final Salary schemes as they were traditionally known, are a hot topic in financial advice. For years, DB pensions have been the ‘gold standard’ of pension provisions, in which the company you worked for during most of your life looked after you throughout your retirement....

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...

Can you afford to retire?

They say that numbers never lie, but they can certainly be confusing. For most of us, calculating whether we have enough for retirement is likely to be one of the most complicated set of sums we ever do. Can you actually afford to retire? The problem is, the circumstances and amounts are different for each individual. In its 2015 Family Spending...

Welcome to Flying Colours Liverpool 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 Liverpool