Flying Colours & Partners

Independent Financial Adviser  Street, Worcester, WR5 3UF
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MS Simon Caplin
About us

Simon has been an adviser for over 20 years with a number of multi-national companies and his education includes a B.A. Honours degree along with financial services qualifications.

Since a young age Simon was hungry to absorb knowledge about financial markets and when being able to couple such enthusiasm with helping to give people long term peace of mind and see them achieve their goals he was committed to financial advice as a perfect career choice.

He is at home working on all areas of planning with a particular focus on Investments, pensions and inheritance tax. Having extensive experience working in the High Net Worth division at HSBC as well as previously spending time as a mortgage adviser, Simon enjoys assisting all manner of clients regardless of their needs or sophistication.

When setting out plans, Simon prides himself on really understanding what is most important to his clients both at the early stages of the advice process and as time goes on. He believes that this is key to building a long-standing relationship and forming an environment of trust.

It is vital to Simon to ensure that his clients grasp what he is communicating and he frequently checks this, being acutely aware that in a world of financial Jargon, everyone has a very different level of knowledge.

When Simon is not working, his time is spent following most sports, swimming, the odd trip to the races and ferrying his two children around.

Our services

At Prosperity Wealth, we can help guide you towards a brighter financial future. Whether you’re investing for growth, thinking about retirement or setting up a home we are here to help you on your journey.

Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money.

Where to find us
Head office address: Street, Worcester, WR5 3UF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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