Flying Colours & Partners

Independent Financial Adviser  Street, Portsmouth, PO8 9YD
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
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
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
David Robertson
About us

Dave has been with Asset Management Financial Adviser Ltd since 2014 having first become a qualified Financial Adviser in 1995. He is a Level 4 qualified Financial Planner specialising in pensions, auto enrolment, investments and personal/business protection.
In his spare time Dave enjoys good food, craft beer and travelling with his wife and is also a keen cyclist.

Our services

Our Mission is to help our clients make sound financial decisions through relationships with our advisers based on professionalism, trust and the utmost integrity. We have built our business around our clients. We treat our clients as unique individuals and our highly qualified team of advisers are committed to establishing their needs and delivering tailored solutions in a cost effective manner using leading edge technology. Meeting and exceeding client expectations is embedded in our culture and our aim is to guide each and every one towards achieving their financial life goals.

Asset Management Financial Advisers Ltd offer a forward thinking and innovative approach to financial planning, underpinned by Independent Financial Advice.

We are based in Hampshire with offices in Southampton, Winchester and Bishops Waltham, and for over 30 years our number one priority has been – and continues to be – ensuring that our clients are in the best possible financial position to secure their long-term future.

Where to find us
Head office address: Street, Portsmouth, PO8 9YD
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 1st March 2021

Similar advisers near you

Independent Financial Adviser 1.05 mi
We offer independent financial advice since 2004, bringing together the skills of individuals with many years of experience.
 
Independent Financial Adviser 1.26 mi
I take time to understand your financial priorities and will work with you to help you achieve them. I'm available to discuss your needs over the phone and Zoom. You will have access to a client portal where we can exchange information securely.
 
Independent Financial Adviser 1.35 mi
I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals
 
Restricted - whole of market 1.54 mi
Chris is a Chartered Financial Planner with over 10 years’ worth of experience within face-to-face wealth management. He has a demonstrated history of providing high-quality, jargon-free financial advice to clients throughout the South-East of England.