Flying Colours

Independent Financial Adviser  Yorkshire House, Liverpool, L3 9AG
First meeting at adviser's own cost
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Carl Williams
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

With over 18 years in the Financial Services industry, Carl was also employed by Lloyds Banking Group for 17 years, providing an ongoing Relationship Service to a bank of over 300 clients. Carl believes that building relationships with clients and providing an ongoing service has helped him become a trusted adviser and has resulted in many clients happily referring their friends and family.

Flying Colours, is a national company and have advisers across the UK. We believe we can improve the returns of the average UK investor, through attacking the hidden costs and the benefit of personalised independent financial advice.

We build long term, trusted relationships with our clients, working to a plan for their future, with ongoing support and updates for changing circumstances gives our clients peace of mind that their money is being made to work for them.

We are independent financial advisers, being independent ensures that we can advise our clients on the best and most appropriate products and services available in the market place.

If you would 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.

Our services

At Flying Colours, we provide a comprehensive financial planning, we advise and specialise in the following;

• ISAs and investments
• Pensions and annuities
• Pension transfers (including Defined Benefit)
• Life and ill health insurance
• Long term care
• Estate and inheritance tax planning
• Tax advice

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 can help you.

Where to find us
Head office address: Yorkshire House, 18 Chapel Street, Liverpool, L3 9AG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.03 mi
Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
 
Independent Financial Adviser 0.15 mi
We are Chartered Financial Planners and an Accredited Financial Planning Firm.
 
Restricted - whole of market 0.16 mi
Your personal wealth. Our personal responsibility.
 
Independent Financial Adviser 0.92 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.