Senior management

Guy Myles

Chief Investment Officer and Chief Executive

Guy is the CEO and founder of Flying Colours. He launched the business in early 2016 determined to offer consumers a better value way to access financial advice and investment management. As well as leading the business, Guy acts as Chief Investment Officer, with responsibility for the research and design of our investment portfolios.

In 2000, Guy co-founded Octopus Investments, growing the company from start-up to market leader with over 6bn of assets under management for more than 50,000 customers.

Prior to that, Guy worked as a fund manager for Mercury Asset Management where he was responsible for over $1 Billion in US Equities.

Pete Wilson

Managing Director

Peter joins FC with an outstanding track record across FTSE top 20, US Blue Chip, Central Government and SMEs. A career built upon developing and delivering sustainable business growth strategies focused on measurable results and outcomes. Peter’s experience and skill set is a perfect fit to help deliver our business plan. He has driven significant growth across his previous portfolio, for example: a 38% growth following a flat line resulting in the early sale of Kettle Foods ltd to Lion Capital, achieved a doubling of growth on £150m portfolio at GlaxoSmithKline with a 20% investment and established a £35m turnover from start to three years for a data led communications response unit for the current Prime Minister and now adopted by US, EU and Australia. Peter has worked within Financial Services, at board level advising high street banks, FCA on consumer segmentation and HMRC on large scale transformation.

James Shenton

Investment Director

James has worked in financial services for over 20 years, starting in equity research and investment management before joining Guy at Octopus Investments and helping to grow the business from start-up to over 500 staff and £6bn of assets under management. At Flying Colours, James is responsible for ensuring the smooth running of the business and for delivering on our growth strategy. He is passionate about the use of new and emerging technologies, which will ultimately allow Flying Colours to offer the best products and service to its customers.

Jonathan Dominey

Chief Operating Officer
DipPFS

Jonathan is a fully qualified financial adviser with more than 7 years’ experience in financial services. He specialises in cashflow planning and is responsible for developing our advice software.

David Burns

National Advisory Services Manager & Chartered Financial Adviser
FCII, APFS

David has worked in the financial services industry for over 35 years. He has worked for high street Banks, Insurance companies and IFA companies. David is a ‘Chartered Financial Planner’ and a Fellow of the ‘Chartered Insurance Institute’. He has been on the exam-writing team of the ‘Chartered Insurance Institute’ for over 10 years. David has provided financial planning advice to ‘ultra’ high net-worth and high profile personal clients. He has also provided financial planning advice to large corporate clients. David continues to manage adviser teams to success.

Investment committee Our investment portfolios are monitored by our experienced investment committee. This is chaired by Guy Myles and also includes Mark Preskett and James Shenton.

Guy Myles

Chief Investment Officer and Chief Executive

Guy is the CEO and founder of Flying Colours. He launched the business in early 2016 determined to offer consumers a better value way to access financial advice and investment management. As well as leading the business, Guy acts as Chief Investment Officer, with responsibility for the research and design of our investment portfolios.

In 2000, Guy co-founded Octopus Investments, growing the company from start-up to market leader with over 6bn of assets under management for more than 50,000 customers.

Prior to that, Guy worked as a fund manager for Mercury Asset Management where he was responsible for over $1 Billion in US Equities.

Mark Preskett

Portfolio Adviser

Mark Preskett, CFA, acts as investment adviser to the Flying Colours portfolios. He sits on the Flying Colours Investment Committee, providing guidance on fund selection, asset allocation and portfolio construction. He is also a Portfolio Manager for Morningstar Investment Management in London, managing multi-asset portfolios for a range of financial institutions in the UK and Europe. Prior to joining Morningstar in 2011, he worked as an investment analyst for AIG Life.  

James Shenton

Investment Director

James has worked in financial services for over 20 years, starting in equity research and investment management before joining Guy at Octopus Investments and helping to grow the business from start-up to over 500 staff and £6bn of assets under management. At Flying Colours, James is responsible for ensuring the smooth running of the business and for delivering on our growth strategy. He is passionate about the use of new and emerging technologies, which will ultimately allow Flying Colours to offer the best products and service to its customers.

Advice team We’re proud of our team at Flying Colours. We only hire passionate, dedicated and friendly professionals. We continually invest in training and support so that they get even better. That means we can be confident we are delivering the best possible service to you at all times. If you ever have a question then please don’t hesitate to pick up the phone and give us a call.

John Varley

Independent Financial Adviser
CF8; ER1; APMI; Dip PFS

John is a fully qualified financial adviser with 30 years experience gained across all areas of financial planning. He is passionate about providing high quality great value independent advice. For over ten years he has particularly specialised in providing expert advice to elderly and vulnerable members of society, their families and legal representatives. During his career John has held various senior management positions with large household name financial institutions. Outside of work John lives in a picturesque village on the edge of the Lincolnshire Wolds and enjoys spending his spare time with family and friends.

John Drakes

Independent Financial Adviser
DipPFS, Certs CII (MP & ER), LLAA

John has over 28 years experience as a financial adviser, having held posts with some of the UKs largest & well respected financial institutions. He holds the Diploma in Financial Planning as well as a number of specialist qualifications linked to his work with elderly and vulnerable clients. John is a member of the Personal Finances Society, Chartered Insurance Institute and is most proud of being an accredited member of the Society of Later Life Advisers John  deals with higher net worth clients, clients facing the financial challenges of later life, trusts and wealth management as well as clients needing advice following financial settlements.

John Fielding

Independent Financial Adviser
DipPFS, DipFA, CeMAP

John is a fully qualified financial adviser and holds a diploma in financial planning with both the Chartered Insurance Institute and the Institute of Financial Services. He has worked in the financial sector for over 27 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning. John specialises in helping clients with their retirement planning and investment needs but he also is able to provide comprehensive advice across all areas of financial planning. He takes great pride in maintaining long term relationships with clients and considers the on-going service just as important as the initial transaction. Outside of work he is married to Anne-marie and has two daughters and his beloved black Labrador, Bella. John’s main passion is cycling and he can often be seen riding around the Lincolnshire countryside with his friends.

Nigel Wvendth

Independent Financial Adviser
MCSI, DipPFS, Certs CII (MP & ER), CeMAP

Nigel is a fully qualified Financial Adviser holding the Diploma in Regulated Financial Planning, and Private Client Investment Advice and Management qualifications. With 20 years’ experience advising private clients across the broad range of investments, pensions, tax-planning, mortgages and protection, he also works closely with business clients, providing advice to support the financial goals of their business. Achieving clients’ financial aims and providing excellent customer service are at the core of Nigel’s approach.  He prides himself on building strong, long lasting, trusted relationships with clients, helping them turn their goals into reality.

Nick Tattersall

Regional Operations Manager & Independent Financial Adviser
DipPFS, B.Sc (Hons)

Nick is a fully qualified financial adviser with over 15 years experience in the finance and banking sectors and working towards Chartered Status. He is also the regional operations manager for Flying Colours Lincoln office providing support to the Head of Region and the wider team. Nick also leads the team of paraplanners and administrators who provide support to the financial advisers. Nick lives in the north of Lincolnshire with a young family and enjoys playing golf in his spare time. He can often be found walking a slightly bonkers cockapoo around the village!

Sarah Arora

Independent Financial Adviser
BA (Hons); DipPFS; CeMAP

Sarah is a fully qualified Financial Adviser and holds the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice. After gaining an Economics and Business degree she began her career in Finance where she now has 13 years’ experience across investments, pensions, tax-planning, mortgages, protection and general insurance.

Billy Ambler

Independent Financial Adviser
DipPFS; CeMAP

Billy is a fully qualified Financial Adviser and holds the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice. He has 6 years’ experience across investments, pensions,  tax-planning, mortgages, protection and general insurance. Billy prides himself in providing excellent financial advice and assisting clients, both new and old, with their financial affairs.

Steve Stobie

Independent Financial Adviser
DipPFS

Steve is a fully qualified Financial Adviser and holds the full Diploma in Financial Planning. He has nearly twenty years’ experience across Pensions, Investments, Protection, Mortgages and general insurance. Steve specialises in helping clients with retirement planning and savings and investment advice, but like all our advisers here, is able to provide comprehensive advice across all areas of financial planning. Outside of work, he is married to Jenni, and their three young children keep him busy. He is also an avid armchair supporter of Everton Football Club, but don’t let that cloud your judgement before speaking to him!

Mehar Sandhu

Independent Financial Adviser
DipFA

Mehar is a fully qualified level 4 adviser, with a Diploma in Financial Advice. He has amassed over 7 years of industry experience, having worked in both a larger city based practice and a smaller boutique advisory outside of the city. Mehar joined Flying Colours as a Partner within the firm, to head up the regional Milton Keynes office. His focus will continue to be assisting clients with retirement planning, accumulation of wealth through various tax efficient wrappers and protecting their family and assets. Mehar's client base ranges from private individuals and small to medium size enterprises - with a focus on helping them to become more tax efficient through sound financial planning advice.

Reece Jones

Independent Financial Adviser
BA (Hons); DipPFS; CeMAP

Reece is a fully qualified Financial Adviser and holds a Diploma in Regulated Financial Planning and a Certificate in Mortgage Advice. Reece did his degree in Business Studies and Financial Services and has had a passion for Financial Services ever since. He has spent about 14 months working abroad for Citi Group (NYC) in their Global Wealth Management division, and the last 8 years specialising in investments, pensions, tax-planning, mortgages, and protection advice for private individuals in the UK. Reece is a firm believer in building  long-term relationships that deliver the best results from financial planning decision. Outside of work, Reece likes to keep fit and enjoys challenging himself. He's completed a number of endurance events in the past - including the London to Brighton Bike Ride and the MK Half Marathon. Reece finds it really rewarding to see just how far you can push yourself if you put your mind to it, whilst helping raise awareness and funds for good causes, too.

Mark Anderson

Independent Financial Adviser
DipFA

I have been in the financial Advice industry for 15 years now and count myself very fortunate as I find myself in a position where I thoroughly enjoy my work. I am married and have two young children. The children keep me very busy when away from work but I love every minute of it. Current TV is just Disney films on rotation! I enjoy a number of different sports but as the knees have started to give up football is now in the retired column with the gym and Golf taking over – when time allows.

Toby Clements

Associate Adviser

Toby is currently completing his training to be a fully qualified adviser. He has five years’ experience in the financial services industry, specialising in pensions and taxation. Toby provides support and assistance to the team of Advisers and prides himself in delivering exceptional customer service. In his spare time, Toby enjoys photography and spending time with his friends and family.

Samantha Kennett

Associate Adviser

Samantha has a First in Accounting and Finance from the University of Kent and as part of her degree spent a year in industry at Morgan Stanley. With a background in pensions, protection, investments and taxation, Samantha uses her experience to deliver excellent customer service and assistance to clients and colleagues. In her free time, she enjoys outdoor activities and watching live motorsport.

Mathew Burrows

Independent Financial Adviser

Mathew is a diploma qualified independent financial adviser with a wealth of experience gained over 25 years. His expertise includes advice on pensions, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Over the years, Mathew has helped many clients from all walks of life achieve their financial objects in a clear and understandable way. Mathew is a guest financial speaker on BBC radio, he is also a keen road cyclist.

Carl Williams

Independent Financial Adviser
Dip PFS

With over 18 years in the Financial Services industry, Carl was also employed by Lloyds Banking Group for 17 years - with 8 years of this service within the Private Banking arm of Lloyds, providing an ongoing Relationship Service to a bank of over 300 clients. He then decided to move into Independent Advice as he felt that offering Restricted Advice, such as that which High Street Banks tend to offer, limits client options and therefore does not really adhere to the 'Treating Clients Fairly' mantra which is a significant factor in providing financial advice. Carl believes that  building relationships with clients and providing an ongoing service has helped him become a trusted adviser and has resulted in many clients happily referring their friends and family.

John Munton

Independent Financial Adviser
Dip PFS

John is a diploma-qualified Independent Financial Adviser and has been working in financial services for eleven years. John's specialist areas include investments and retirement planning, with a strong background in investment analysis and performance reporting. He is also able to provide advice across all areas of financial planning. Outside of work, John and wife, Sara, have just recently celebrated the birth of their first child, Noah. John's passions include football and golf, although he admits to being a bit of a fair weather golfer. After an around-the-world trip, John also loves to travel. This may have to be put on hold with the arrival of baby Noah.

Tyrone Peters

Independent Financial Adviser
Dip PFS, CeMAP

Tyrone is a fully qualified Financial Adviser and holds a Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice. He has a wealth of experience across pensions, savings, investment management, mortgages, personal protection, business protection and inheritance tax planning (including the use of trusts). Tyrone's greatest pleasure is derived from the help he's provided over the years, to clients from all walks of life, helping achieve their financial goals. He has typically gone on to help their family members and friends. Outside of work, Tyrone likes to spend as much time as possible with his family and friends. He also tries to keep fit with the  occasional run and gym session, unfortunately, not very successfully at the moment but he's adamant he's still trying.

Stephen Fox

Independent Financial Adviser
Dip PFS

Stephen is a fully qualified financial adviser and holds a diploma in financial planning with both the Chartered Insurance Institute and the Chartered Institute for Securities & Investments. He has worked in the financial sector for 10 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning. Stephen joined the industry working on investment specific stockbroking tasks before adding to his knowledge in this area by focusing on the bespoke financial planning side of the industry allowing him to deliver a truly rounded approach to financial services for his clients. Stephen takes enormous pride out of having a working relationship with his clients he has built up over the years delivering a jargon free service that his clients truly cherish. Outside of work he is married to Joanna and has two sons William and Sebastian and in his free time you will find Stephen with his sons at rugby and football training or down the gym where he has been a member for 20 years.

Derrick Royall

Chartered Financial Adviser
APFS, CF8

Derrick is a Chartered Financial Planner with over 36 years of experience in Financial Services, of which more than 22 years have been as an Independent Financial Adviser. Equivalent to a bachelor’s degree with honours, Chartered Financial Planner is a widely accepted 'gold standard' qualification for professional financial advisers in the United Kingdom. Derrick works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals. Derrick provides consultancy support to manage the South West Region for Flying Colours as well as servicing a growing number of High Net Worth clients. Outside of business, Derrick enjoys spending time with his wife and takes a keen interest in the progress of his two sons who are studying at University and Drama School. He also enjoys travel and keeping fit to age as successfully as possible. This involves cycling, walking, keep fit and yoga. He is an active member of the Bristol Breakfast Rotary Club, supporting local and international good causes and is currently Chair of their International Committee.

Ross Evans

Independent Financial Adviser
DipPFS

Ross is a fully qualified Independent Financial Adviser and holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII). Ross started in Financial Services working within a team of Paraplanners offering technical and specialist support to his colleagues and gained a wealth of knowledge and experience before progressing to direct client work . Ross focusses on providing quality financial advice and can assist clients in many areas such as investments, retirement and pensions, tax planning and financial protection. During his spare time, you will find Ross making his way around the local golf course in a constant effort to get his handicap down.

Mathew Angell

Advisory Manager and Independent Financial Adviser
Dip PFS

Matt is a fully qualified financial adviser and holds a diploma in financial planning with the Chartered Insurance Institute. He has worked in the financial sector for over 16 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning. Defined Benefit schemes has been a large focus of Matt’s career over the last few years helping trustees and companies reduce the liabilities of there Final Salary schemes, via such means as Flexible Retirement Options, Pension Increase Exchange and At Retirement Services. Outside of work he is married to Lucy and has a daughter, Sophie. Matt’s main passion is football with many a weekend watching Arsenal FC. He has taken up golf recently and can be seen calling four quite often at Sand Martins Golf Club in Wokingham.

Les Conway

Independent Financial Adviser
DipPFS, Certs CII (MP & ER)

Les Conway is the Founder, Director and Financial Planner of Essentially Financial. His vision in establishing the firm was with the aim of guiding clients along their lifetime journey providing support as their financial partner. He strongly believes that establishing and quantifying client objectives are the solid cornerstones of the financial planning process. It not being about product, performance or flavour of the month but understanding where people want to be, where they are now and reaching their destination. His extensive knowledge and experience of more than twenty five years provides clients with the security and knowledge that they are always heading in the right direction, taking alternative actions as needs be. He lives in Pinner with his wife Caroline, Cinnamon the Cat and Bailey the Yorkshire Terrier. Away from the office he's a Motor Sport nut where he competes regularly, plays Golf badly, is a Malt Whisky lover, a James Bond and Sweeney fanatic and a long suffering West Ham United fan.

Arthur Childs

Chartered Financial Planner
FCII, FPFS, CFP Chartered MCSI

Arthur founded the independent advice firm in 1989 which was to become Arch Financial Planning Limited (now trading as Flying Colours Surrey). His previous experience included senior management positions with Imperial Life of Canada, Crown Life, Prime Health (now Vitality Life) and Municipal Mutual Insurance. Under Arthur’s leadership Arch received many awards including Professional Adviser Baillie Gifford Financial Education Award - Winner 2008, Highly Commended 2009 and 2010, top five shortlist 2011, 2012 and 2013; New Model Adviser of the Year South East – Winner 2010, top four shortlist 2011, 2012, 2013, 2014 and 2015: New Model Adviser Top 100 - 2012, 2013, 2104, 2015, 2016, 2017 and 2016; and VouchedFor Top 200 IFAs – 2013, 2014, 2015, 2016 and 2017. Arthur is a Certified Financial Planner and a Chartered Financial Planner and holds Fellowships of the Chartered Insurance Institute and the Personal Finance Society. He is also a Chartered member of the Institute for Securities & Investment and was until recently a Fellow of the Pensions Management Institute. Arthur is a director of Flying Colours Surrey but has passed over his personal clients to younger advisers so they can be looked after long term. However, he is always ready to meet new potential clients to introduce them to the benefits of Flying Colours Surrey. Arthur has been a member of Millmead Baptist Church, a large Christian community based in Guildford, for 23 years and for much of this time was the leader of the NewFocus group which particularly seeks to meet the needs of retired and semi-retired people.

David Lemar

Independent Financial Adviser
CertPFS

David is a fully qualified financial adviser with over thirty years’ experience in the finance and banking industries, across investments, pensions and tax-planning. He has spent many years advising non-UK residents and other offshore-based clients on their affairs and is particularly experienced in this area. David joined the team at Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2014. His home is in Devon and his interests extend to involvement as a trustee for charities in the heritage and voluntary sectors.

Greg Tichbon

Chartered Financial Planner
DipPFS

Greg has been in financial services all his working life, and as a Financial Planner he enjoys building excellent relationships with his clients to help them achieve their goals and ambitions. He is a member of the Personal Finance Society and holds a number of advanced qualifications regarding investments and pensions. He is continually working on further professional development to better serve his clients, while helping them understand and take charge of their own financial future. Having previously worked for a large, national advice firm Greg joined Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2018, as he believes that a true independent firm can offer the best outcomes to clients. Greg is a keen sportsman, with tennis and football being his main passions. He has completed and organised many charitable events including bike rides and a sky dive, while also enjoying spending his free time with family and friends.

Joe Triccas

Chartered Insurance Practitioner
FCII, DipPFS

Joe has been in financial services for the whole of his working life, although his original intention was to be a journalist. He worked at Royal Insurance and General Accident before joining a general insurance brokerage but really cut his teeth in the 16 years that he worked at Lloyds Bank Insurance Services. Prior to joining Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2004, he was a successful independent financial adviser at two IFA firms owned by accountancy practices. Joe can advise both business and personal clients. Joe is married with three grown up children and in any spare time left, he listens to music, watches films and also does voluntary work as a public footpath inspector.

Mark Taylor

Independent Financial Adviser
DipPFS

Mark has 31 years' experience in retail financial services and is a Member by Diploma of the Personal Finance Society. Having spent 4 years with a large insurance company in a business management role, he decided to become an Independent Financial Adviser in 1991. Mark joined the team at Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2010. Mark is qualified to advise on all aspects of personal financial planning, from savings and investments to pensions, life assurance and estate planning. He specialises in Pension Planning for both individuals and corporate bodies. He is also able to advise on all aspects of pension transfers. Mark is a graduate of the University of Life. He lives in Cranleigh with his wife Ann and has three adult children. He is involved with the Duke of Edinburgh's Award and Explorer Scouts.

Adviser support Our Paraplanners and Adminstrators work side-by-side with our Financial Advisers. They research products, prepare reports and help to ensure we always provide an excellent level of service to each and every one of our clients.

Aoife Brunt

Senior Administrator

Aoife has been in the financial services industry for over 11 years, providing administration support to Independent Financial Advisers. With a wealth of experience across investment, pensions and protection products, Aoife provides professional and friendly support for clients, to an exceptionally high standard. Outside of work, Aoife enjoys spending time with family and friends and regular trips home to Ireland.

Tony Bailey

Paraplanner

Tony has worked in the financial services industry for over 15 years, having originally stumbled in the industry through a Mortgage administration company. Since them he has worked in many areas, including Mortgages, Investments, Protection and Employee Benefits. As a paraplanner, Tony works to support our Financial Advisers through research and client report preparation

Aaron Perry

Client Liason

Aaron has worked in Financial Services for 10 years with roles at Standard Life, BDO Stoy Hayward and Foster Denovo before joining Flying Colours. He is married with two children and a Yorkshire Terrier.

Gareth Geldart

Compliance Manager

Gareth has worked in financial services for over 15 years. Over this time he has seen many changes in the industry. He joined Flying Colours in early 2016, impressed with the fresh thinking and the drive to help all clients.

Peter Mallett

Compliance Officer
Cert PFS

Peter is a Senior Administrator and holds the CII Certificate in Financial Planning. He has worked in the Financial Services Client Support and Administration for over 9 years. Peter also has a wide experience of administration in other sectors including Retail, Information Technology and Training. Peter enjoys working as part of a team and assisting clients and colleagues alike. In his spare time Peter enjoys music, art and the theatre, he loves a walk in the countryside and is a volunteer dog walker for the local rescue home.

Stephen Murphy

Client Liaison

Stephen has worked in financial services for 10 years, helping clients with their enquiries across a range of subjects including pensions, investments and mortgages. He strives to make sure they receive the best possible guidance and service in order to achieve their financial goals. Stephen believes a smooth, friction-free client journey is one of the most important factors when it comes to financial advice and is proud that Flying Colours aspires to deliver this every time. In his spare time, Stephen enjoys watching sports - especially football and is a season ticket holder at QPR.  Also, he has been asked to be a ‘Best Man’ 5 times, so if you need help with any speeches – He is your man!

Luke Callaghan

Administrator

Lucy Cooper

Administrator

Lucy has recently joined the world of Financial advice after graduating from the University of Lincoln’s Law School. Lucy joined the Lincoln team to provide administrative support and is eager to learn from the experienced professionals around her. In her spare time, Lucy enjoys volunteering for the Ark Animal Rescue Centre.

Melanie Preston

Paraplanner

Melanie is a Paraplanner and has been working in the Financial Services sector for over 15 years. Originally, started in the Mortgage industry before venturing into the financial services sector. Melanie has obtained various qualifications within the industry and acquired vast knowledge to provide full support to our Financial Advisers through research and client report preparation. Outside of work, Melanie enjoys spending time with her family and friends.

Alice Maloney

Administrator

Alice has worked within the Financial Services industry for the past 6 years and is currently working towards the Diploma in Regulated Financial Planning, having already gained the Certification qualification in 2016. Alice provides administration support with ambitions to become an adviser in the future. In her spare time, Alice enjoys socialising with her family and friends  and going to the gym.

Andrew Lynch

Administrator

Andrew is a new aspirant to the financial services industry. He recently completed his CeMAP, is currently in the process of completing a Law Degree with Open University and working towards completing his Diploma in Financial Planning as well. Despite his love for books, Andrew has been a lifelong musician. He spent his youth touring the world with various jazz bands, choirs and orchestras, playing at such venues as The Royal Albert Hall, Notre Dame and Piazza San Marco. Nowadays, he’s happy to just take an hour out the day to sit down with his guitar and write some songs.

Ed Stenning

Paraplanner
Certificate in Financial Services

Ed joined Arch Financial Planning Limited (now trading as Flying Colours Surrey) in June 2018, having worked within the Financial Services industry for the past 17 years. His first role was in private banking for Brown Shipley Limited and before joining Flying Colours Surrey he held the position of Paraplanner in an IFA firm within the Intrinsic network. Ed enjoys all aspects of Financial Planning, particularly where he can add value to a particular client proposition. Ed currently holds the Chartered Insurance Institute (CII) Certificate in Financial Services and is working towards the CII Certificate in Financial Planning. Outside of work Ed furthers his passion for all things Environmental through his directorship in a limited company that innovates Eco solutions, one of which has been championed by Dame Judi Dench.

Emma Calvert

Paraplanner

Emma joined Arch Financial Planning Limited (now trading as Flying Colours Surrey) in January 2018. She has worked in the Financial Services for 15 years, her first role being with Royal London Asset Management and has had various administrative roles over the years. She decided to progress into Paraplanning in 2015 and thoroughly enjoys this aspect of Financial Planning as it provides a valuable service to clients as well as supporting the advisers. She enjoys spending time with her family, mainly on dog walks in the countryside.

Jess Best

Support Team
BA; MA; RO1

Jess joined the financial planning industry as her first full time work after university and volunteering in Latin America. Joining Arch Financial Planning Limited (now trading as Flying Colours Surrey) in August 2018, she was previously working for a large, national financial planning firm but wanted to work in a smaller one that encouraged more personal relationships with clients. Working in the support team, Jess has now passed her RO1 and is working towards gaining her Diploma in Financial Planning through continued training with Flying Colours. Finishing university, Jess graduated with a Bachelors in human geography and a Masters in social science research, where she spent six months researching housing in Cochabamba, Bolivia. Outside of work Jess enjoys spending time with family and friends, watching her sister’s dance competitions and baking her latest creations. Her passions include volunteering amongst the international development sector, helping others whenever possible, at home and abroad, and taking regular classes in ballet.

Katy Dickson

Support Team
Financial Planning Certificate (Part 1), CISI Level 3 Certificate in Investment Administration.

Katy has worked in Financial Services for 15 years. Initially at a London based Independent Financial Adviser, she briefly took some time out to travel before joining HSBC in 2006. Katy moved to the Investment Services team of HSBC Private Bank in 2007 where she became Team Lead before leaving to have her first child. Katy joined the Support Team at Arch Financial Planning Limited (now trading as Flying Colours Surrey) in February 2016.

Marilyn Selzer

Support Team

Marilyn has been working in the Financial Services Industry for 4 years and joined Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2018. Her experience has been gained through working not only for a small independent company but also for one of the top award-winning financial planning and investment companies. Prior to being in the Financial Services industry she has worked in a variety of industries both nationally and internationally. Along with a love of animals, Marilyn has a passion for skiing and travelling (sometimes on her motorbike). In her spare time, she is a volunteer for Surrey Age Concern and The Cinnamon Trust, a charity which helps the elderly and terminally ill who need assistance with their pets.