Competence
Our Personal Value Statement (PVS) shows, in pounds and percentages, how we could help grow your wealth and whether we can also reduce your costs over time.
Coaching
Coping with change
Bracknell
2nd Floor Greenwood House
London Road Bracknell
Berkshire
RG12 2AA
Lincoln
1 Ingleman Place
The Lawn
Lincoln
LN1 3BU
Liverpool
5th Floor
Yorkshire House
18 Chapel Street
Liverpool
L3 9AG
All figures shown are illustrative and based on long-term return assumptions and current tax rules. Your Personal Value Statement (PVS) will be tailored to your financial situation, goals, and risk profile. Flying Colours Advice Limited is authorised and regulated by the Financial Conduct Authority under number 672022 at 2nd Floor, Greenwood House, London Road, Bracknell, Berkshire, RG12 2AA, UK. Company number 09075635.
Convenience
Continuity
Reaching your goals
Reducing costs
Reducing tax
These are the four key areas to your PVS, which highlight how your personalised financial plan can deliver long-term value.
We build your financial plan to help you live the life you want, whether that’s retiring early, supporting family or simply enjoying life with confidence that your funds won’t run out.
We review your existing arrangements to check they offer value and meet your goals. If not, we’ll suggest alternatives and show where you could save on costs.
We help you make the most of your tax allowances and use efficient structures to keep more of your money working for you – making a real difference to your long-term outcomes.
Growing your lifetime wealth
Your investment plan is shaped around your goals and risk tolerance. With the right strategy in place, we help you grow your wealth steadily and
with purpose.
Our one-page guide explains how we structure your Personal Value Statement (PVS) and where we can find the value, so you can see exactly how our advice adds up.
Guidance that keeps you focused, confident, and on track, especially when markets wobble.
Expert advice from qualified professionals with access to the whole market.
Flexible financial plans that adapt as your life, goals, or circumstances change over time.
We take care of all the admin and financial complexity, so you don’t have to.
Consistent advice from a team that understands you and your family’s goals.
Book your free 15-minute value call.
No pressure, no jargon, just a quick conversation to see if we could add value and line up a further no-obligation call with one of our expert financial advisers.
Breaking down the measurable benefits
Component
Avg. uplift*
How we calculate
Financial planning & lower charges
Avoiding timing mistakes
Total potential annual benefit
1.84%
1.50%
3.34%
Tax-efficient sequencing, platform and fund review
Behavioural coaching and disciplined portfolio rebalancing
Based on a typical £250k portfolio
*Figures are illustrative only. Your own Personal Value Statement will reflect your individual goals and circumstances.