Flying Colours

Independent Financial Adviser Flying Colours, 2 Queen's Square, Lyndhurst Road, Berkshire, Ascot, SL5 9FE
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
10th September 2018
Advice is an investment in your financial future. Speak to us today to learn how advice could make you money.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Steve Stobie
Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
What were the circumstances that caused you to look for a Financial adviser? Pension transfer. How did Steve Stobie help you? FC were recommended by a friend and they did not disappoint. We were working to a very tight deadline and Steve and the team pulled out all the stops to get all the reports and the admin completed on time. I will continue to use them in the future and would certainly recommend them to others, as indeed I have already done. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing I can think of.
Paul, UK
What were the circumstances that caused you to look for a Financial adviser? had a sum coming from 2 work pensions. How did Steve Stobie help you? My experience of Steve and the team at Flying Colours has been very good with prompt and helpful replies to all my queries. Steve always phoned when he said he would and Peter in the office sorted out swiftly problems with my change of address to France. I would not hesitate to recommend them. What is your current situation? Have you seen the outcome you were hoping for? the investment is over 10 years so reswult not known yet.
Ian Bains, France
What were the circumstances that caused you to look for a Financial adviser? I inherited some money recently and wanted to find a means of saving it which would not devalue. How did Steve Stobie help you? I was surprised to read a recent review of the services provided by Flying Colours as my experience was completely different. I found them to offer me very good advice and allowed me as much time as required to answer all my questions during a telephone conference. All transactions were completed within the time frame allowed and I was very satisfied. The only reason I didn't rate it as 5 stars was due to the fact that it is my first experience with financial advisors so had no benchmarks to refer to. I would have no qualms in recommending Flying Colours to others.John Townsend. What is your current situation? Have you seen the outcome you were hoping for? The results at the end of the first year were not amazing but they fell within my area of expectations, and with additional advice regarding SIPS I was very happy with the overall outcome. What could they have done better? I am very happy with the service I have been given.
John Townsend, London
What were the circumstances that caused you to look for a Financial adviser? Pensions advice. I was looking to move my current investments in my SIPP. How did Steve Stobie help you? I would highly recommend Steve Stobie and the team at Flying Colours. They offered me an indepth review of my pension finances and offered exceptional advice over and above what was expected. They do not pressure and appear to have their clients best interest at heart. I would not hesitate in recommending them to my friends and family. What is your current situation? Have you seen the outcome you were hoping for? Yes. Appropriate advice was given.
Mr England, United Kingdom
What were the circumstances that caused you to look for a Financial adviser? move a Barclays DB scheme from Willis Towers Watson to another company scheme at WTW. How did Steve Stobie help you? I tried and failed to move a Barclays DB scheme from Willis Towers Watson to another company scheme at WTW a number of years ago... then I discovered Flying Colours. Steve Stobie conducted a review and provided me with a detailed report/recommendation in a timely manner. Quite painless. What is your current situation? Have you seen the outcome you were hoping for? Absolutely.
Andre, Southend
What were the circumstances that caused you to look for a Financial adviser? Pension transfer. How did Steve Stobie help you? FC were recommended by a friend and they did not disappoint. We were working to a very tight deadline and Steve and the team pulled out all the stops to get all the reports and the admin completed on time. I will continue to use them in the future and would certainly recommend them to others, as indeed I have already done. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing I can think of.
Paul, UK
What were the circumstances that caused you to look for a Financial adviser? I needed assistance with managing my pension schemes. How did Steve Stobie help you? I would happily recommend Flying Colours as they recently assisted me with locating and reviewing a large number of separate Pension Schemes, which I had accumulated during my working career. This was a daunting task, which I'm sure many people are faced with, and my Financial Advisor was extremely helpful, knowledgeable, professional and understanding of my situation. A clear and concise pension report was produced within a reasonable timeframe, and time was taken to explain all the options, so that I could make the best decision going into retirement. What is your current situation? Have you seen the outcome you were hoping for? Yes I have.
Jane Dalby, Uk
What were the circumstances that caused you to look for a Financial adviser? I inherited some money recently and wanted to find a means of saving it which would not devalue. How did Steve Stobie help you? I was surprised to read a recent review of the services provided by Flying Colours as my experience was completely different. I found them to offer me very good advice and allowed me as much time as required to answer all my questions during a telephone conference. All transactions were completed within the time frame allowed and I was very satisfied. The only reason I didn't rate it as 5 stars was due to the fact that it is my first experience with financial advisors so had no benchmarks to refer to. I would have no qualms in recommending Flying Colours to others.John Townsend. What is your current situation? Have you seen the outcome you were hoping for? The results at the end of the first year were not amazing but they fell within my area of expectations, and with additional advice regarding SIPS I was very happy with the overall outcome. What could they have done better? I am very happy with the service I have been given.
John Townsend, London
What were the circumstances that caused you to look for a Financial adviser? Pensions advice. I was looking to move my current investments in my SIPP. How did Steve Stobie help you? I would highly recommend Steve Stobie and the team at Flying Colours. They offered me an indepth review of my pension finances and offered exceptional advice over and above what was expected. They do not pressure and appear to have their clients best interest at heart. I would not hesitate in recommending them to my friends and family. What is your current situation? Have you seen the outcome you were hoping for? Yes. Appropriate advice was given.
Mr England, United Kingdom
What were the circumstances that caused you to look for a Financial adviser? Retirement investment. How did Steve Stobie help you? Flying Colours was a personal recommendation from a colleague and I have to say I have not been disappointed. Steve and the FC team have given investment advice and recommendations which has allowed me to retire knowing that I have reliability and flexibility in my investments plus use any tax allowances efficiently. I would recommend Flying Colours it took only 4 months from initial contact to setting up the investment and at all stages my questions were answered promptly and I was always updated on the stages we needed to pass. All in all an enjoyable and informative process that I look forward to continuing with Steve and the FC team. What is your current situation? Have you seen the outcome you were hoping for? yes. What could they have done better? As I monitor the investments monthly I would appreciate updates when the investment strategy changes in a timely manner.
Mrs Needham, Hapshire
What were the circumstances that caused you to look for a Financial adviser? had a sum coming from 2 work pensions. How did Steve Stobie help you? My experience of Steve and the team at Flying Colours has been very good with prompt and helpful replies to all my queries. Steve always phoned when he said he would and Peter in the office sorted out swiftly problems with my change of address to France. I would not hesitate to recommend them. What is your current situation? Have you seen the outcome you were hoping for? the investment is over 10 years so reswult not known yet.
Ian Bains, France
What were the circumstances that caused you to look for a Financial adviser? move a Barclays DB scheme from Willis Towers Watson to another company scheme at WTW. How did Steve Stobie help you? I tried and failed to move a Barclays DB scheme from Willis Towers Watson to another company scheme at WTW a number of years ago... then I discovered Flying Colours. Steve Stobie conducted a review and provided me with a detailed report/recommendation in a timely manner. Quite painless. What is your current situation? Have you seen the outcome you were hoping for? Absolutely.
Andre, Southend
What were the circumstances that caused you to look for a Financial adviser? I needed assistance with managing my pension schemes. How did Steve Stobie help you? I would happily recommend Flying Colours as they recently assisted me with locating and reviewing a large number of separate Pension Schemes, which I had accumulated during my working career. This was a daunting task, which I'm sure many people are faced with, and my Financial Advisor was extremely helpful, knowledgeable, professional and understanding of my situation. A clear and concise pension report was produced within a reasonable timeframe, and time was taken to explain all the options, so that I could make the best decision going into retirement. What is your current situation? Have you seen the outcome you were hoping for? Yes I have.
Jane Dalby, Uk
What were the circumstances that caused you to look for a Financial adviser? Retirement investment. How did Steve Stobie help you? Flying Colours was a personal recommendation from a colleague and I have to say I have not been disappointed. Steve and the FC team have given investment advice and recommendations which has allowed me to retire knowing that I have reliability and flexibility in my investments plus use any tax allowances efficiently. I would recommend Flying Colours it took only 4 months from initial contact to setting up the investment and at all stages my questions were answered promptly and I was always updated on the stages we needed to pass. All in all an enjoyable and informative process that I look forward to continuing with Steve and the FC team. What is your current situation? Have you seen the outcome you were hoping for? yes. What could they have done better? As I monitor the investments monthly I would appreciate updates when the investment strategy changes in a timely manner.
Mrs Needham, Hapshire
What were the circumstances that caused you to look for a Financial adviser? I had some money that I needed to invest as cash ISA's returned too little given the interest rate. How did Steve Stobie help you? What were the circumstances that caused you to look for a Financial adviser?I have hit 60 and wanted to consolidate a number of pensions to get an annuity and then to invest the 25% of funds released. I looked at a number of different companies, read the reviews and also compared the advice that they offered.How did Flying Colours Wealth help you?Everything was explained clearly and with understanding of my current position and what i hoped to achieve in the future from my association with Flying Colours. The financial adviser had a very personable approach.What is your current situation? Have you seen the outcome you were hoping for?Too early to say.What could they have done better?At this point, as far as i am aware there is nothing that i would change. What is your current situation? Have you seen the outcome you were hoping for? To be honest, i have been a little disappointed, but that is probably due to brexit and the fact that I chose a middling conservative position. What could they have done better? More communication about how other options a year down the line might have been useful as i would then be able to judge whether I should move the funds to a different portfolio. The conservative one tends to invest mostly in UK funds and due to what is currently happening these are probably not the best. I do think they should be more versatile and flexible about what the chosen investments are based on market data
John, Bath
It’s been great having dealings with you and your company and the integrity with which you have dealt with it all.
Mr Moran, Surrey
Because of the[ir] advice, I now have an investment that will be available to me for my retirement and saved my paying a lot of tax.
Mr Lovegrove, Lincoln
Everything was explained clearly and with understanding of my current position and what I hoped to achieve in the future. The financial adviser had a very personable approach.
Mr Ingles, Bath
I needed help with my retirement plans, (I have pensions all over the place from different jobs). Steve helped me by providing great advice on what my options where and what would be the best thing to do. He took the time to explain everything clearly to me and I would thoroughly recommend his service!
Mr Gibson, Reading
Flying Colours gave me a thorough plan including where to invest. Took the time to help me understand the different options available. Answered ALL my questions!
Mrs B, London
Flying Colours discussed our requirements with us over the phone and provided us with a questionnaire, from which they suggested one low-cost ISA portfolio each. It's early days in terms of investment performance, but the service felt personal even though it was conducted over the phone. Phone-based advice was important to us since we wanted to keep costs low.
Mr Piddock, London
Where to find us

Flying Colours, 2 Queen's Square, Lyndhurst Road, Berkshire, Ascot, SL5 9FE

Contact us
About us

Exceptional financial planning doesn't need to cost the earth.

The charges you pay for financial advice & investments eat into the very wealth you're trying to create and preserve.

That's why at Flying Colours we've designed our service to reduce costs as much as possible, so we can pass the saving on to you and target higher potential returns.

For too long financial advice and investments have been over-priced. We use technology to reduce our costs, without sacrificing quality to you.

As a result, we can provide high quality, personalised financial advice and rigorous, disciplined investment management at a fraction of the cost of many other investment companies or advice businesses.

Visit our website for more information or call us to find out how we could help you.

Our services

Comprehensive financial planning, investment management and tax advice - delivered at a fraction of the cost of competitors.

Whether you're planning for retirement, trying to build an effective investment strategy, or are keen to reduce your tax bill, our professional and friendly independent financial advisers are able to help you.

If you'd like a free consultation with one of our advisers, and to find out what makes us different, please do get in touch. We're looking forward to your call.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

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