We have no products or policies that we are looking to sell to you in exchange for a commission. We are truly independent and source from the open market the best possible investment solution for you from the outset of our relationship and manage that position introducing new options as when they are deemed necessary.
How do we arrive at the right investment for you ?
The starting point for us, once we have understood your risk tolerance, is to overlay a series of filters to the open market which by default rules out areas from which you are not comfortable.
Fund history, performance in comparison to a sector average or an indices, fees, quartile ranking, institutional strength and ranking are all part of these filters which remove the average, and leave us with an approved list of options from which we then discuss with you.
Our investment analysis team
Under our Contract for Services with Flying Colours Life we have direct access to the following investment committee.
Chief Investment Officer
Guy acts as Chief Investment Officer, with responsibility for the research and design ofinvestment 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.
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.
He is passionate about the use of new and emerging technologies, which ultimately allow us to offer the best products and service to our clients.
Mark Preskett, CFA, sits on the 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.
Working to a plan
Whether you are looking to target growth or income, or a blend of both, our team can advise on the best investment planning strategy to suit your needs. We can also review existing investments to ensure that your money is working hard for you and are not over exposed to additional investment risk.
We will work with you to understand your objectives; when you would like to achieve them, your risk profile and your long-term ambitions. All of which will help us to recommend the most suitable investment for you.
We believe that honest and transparent investment advice will ensure we develop a bespoke plan based on your individual circumstances will improve your underlying investment returns.