What were the circumstances that caused you to look for a Financial adviser?
Retirement.
How did Mathew Angell help you?
Matt gave great advice on my pensions and investments compared to other advisers I had spoken to. I have been able to retire , confident I will have sufficient funds.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
Richard Munday, Andover
What were the circumstances that caused you to look for a Financial adviser?
Understanding Drawdown and tax implications.Initial evaluation of pension options in the context of Drawdown, to be used to buy property.
How did Mathew Angell help you?
Matt gave me the advice I was seeking - to understand Drawdown and pension options. Matt also gave a lot of sound, common-sense type advice associated with the issues I was encountering.
What is your current situation? Have you seen the outcome you were hoping for?
It's early days - this was the first meeting, 3 days ago. However, advice given was very clear. No products recommended yet, apart from one and I have already followed up on Matt's suggestion to get a Monzo account and card, to better track my finances.
What could they have done better?
It would be good to have a customer version of Cashcalc - to be able to take my time, play with options and formulate questions for the next meeting.
Mr Andrews, Berkshire
Mathew gave excellent advise and enabled me to access my pension earlier and at a higher level than I expected to be possible. He was always available friendly and professional
Stephen, England
What were the circumstances that caused you to look for a Financial adviser?
Release of lump sum from a pension.
How did Mathew Angell help you?
With advice and obtaining lump sum.
What is your current situation? Have you seen the outcome you were hoping for?
I have the outcome that i wanted. I am enjoying the lump sum and I also have another pension that is paying me every month.
What could they have done better?
Nothing. Matt was extremely helpful and went the extra mile to help me get the money quickly.
Mr Thomson, UK
What were the circumstances that caused you to look for a Financial adviser?
I needed advice on transferring a previous pension to my current pension.
How did Mathew Angell help you?
He explained that I would be better off leaving my previous pension where it is.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, I now feel happy with the decision.
Mrs Bridges, Berkshire
I think pension planning is a minefield for the unanisiated so you need someone who can talk you through it in terminology you can understand. Mathew does this very well and he guides you enough to allow you to make informed decisions.Mathew provides a personable accessible service and I would highly recommend him.
What could they have done better?
Maybe communicate a bit more while the customer is waiting for responses from other bodies.
Margaret Carter, Berkshire
What were the circumstances that caused you to look for a Financial adviser?
Looking to create a suitable plan for my upcoming retirement.
How did Mathew Angell help you?
He provided clear and concise advice, which helped me set up a plan for my future retirement.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I feel Mathew was understanding of my personal needs and helped me exactly how I was expecting.
Stephen Bentley, UK
Mr Angell was very helpful in explaining what benefits me regarding my pension, Very easy to talk to and knows his stuff
Donald, Reading
What were the circumstances that caused you to look for a Financial adviser?
An offer to accept a lump sum in place of a pension.
How did Mathew Angell help you?
Provided advice on the available opportunities in managing my pension fund and actioned the transfer and investment. Plus gives ongoing advice on how best to keep costs under control and arranged drawdown.
What is your current situation? Have you seen the outcome you were hoping for?
Mathews advice and guidance has allowed me to retire 5 years earlier than I originally thought.
What could they have done better?
Faster responses would have been nicer some times. But I appreciate that Mathew was very busy at the start of the year.
David Linly, Tamworth
Did I all I could ask for, in a professional manner. In my circumstances, he could have done nothing better!
Mr Andrews, Bracknell
About us
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: 4 Folly Avenue, WOKINGHAM, RG41 4EG
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Coronavirus 2021 Update - we are open and can conduct Video Meeetings.
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
Coronavirus 2021 Update - we are open and can conduct Video Meeetings.
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
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