0117 295 7680
Based in Bristol
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FCA status: Certified by Firm
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Last checked: 14 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
1
Recent Client Reviews
Simon has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Last checked: 14 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
1
Recent Client Reviews
Simon has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I started in financial services in 2006 and have been a Chartered Financial Planner since 2018. I love being able to help people; understand where they'd like to be and what's important to them with a view to creating a financial plan to be able to best meet those objectives. This can only be achieved by really getting to know you, earning your trust, and being able to demonstrate real, tangible value. I specialise in pensions and retirement planning, investments, succession and inheritance tax planning.financial planning. Capital at risk. Past performance is not a reliable indicator of future performance. Any tax benefits will depend on your personal tax position and rules are subject to change.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Simon's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Flying Colours is a trading name of Flying Colours Advice Limited, company number 09075635, which is authorised and regulated by the Financial Conduct Authority under number 672022 at Greenwood House, London Road, Bracknell, Berkshire RG12 2AA, UK.