Your financial goals lie at the heart of everything we do. It’s your money we’re talking about and we know how our role is important to you.
In building a clear financial strategy for you, we will listen to your unique needs and ensure your plan remains true to your objectives throughout our relationship.
Financial success is best achieved through an open partnership and we’ll do everything we can to make your financial journey a positive and long-lasting experience. We’re on the same team!
From mortgages to insurance, wealth management to tax planning, our energetic team is dedicated to providing for all your financial needs. You can call us any time and be confident that you are in safe, experienced and responsible hands. We care passionately about the services we deliver and are determined to exceed your expectations.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances
In an industry that is notorious for its use of technical language and jargon, we stand for the opposite. Finance doesn’t have to be complicated! We speak your language and have a passion for openness and transparency.
Our advisers and their supporting teams are approachable, respectful and always enthusiastic. We will work hard to deliver a dependable service that meets your needs – now and in the future.
At the heart of everything we do, there is a desire to make the lives of our clients better by removing complexity and worry from their financial affairs. We want you to be able to sleep well at night, knowing that your finances are in safe hands and that your ultimate financial goals are achievable.
We work with individuals and businesses, to deliver a wide range of financial, tax, insurance and planning services. Every client relationship is important to us and delivering positive outcomes is what makes us tick.
FLM was founded in 1999, with the aim of providing a robust financial advice service that its clients could rely on. Many of our earliest clients are still benefiting from our friendly, helpful and professional service.
We’re always looking to recruit talented individuals at all levels of their careers. Learn more about working at FLM today.
At its heart, FLM has always been a young, fresh and dynamic business and we have worked hard to remain true to this distinctive culture as we have grown. Staff members talk of FLM as like a large family, with clients viewed as extended family. This fosters a strong rapport between the team and its clients – we are proud of these deep and long-lasting relationships and genuinely care about the service that we deliver to you.
We have extremely high standards and are a partner practice of St. James’s Place to ensure that the quality and suitability of the products we recommend is as consistently robust as it possibly can be. Like us, St. James’s Place stands for active fund management and face-to-face advice. SJP is a FTSE 100 business with a tried and tested approach, and this arrangement allows our advisers to focus on you and your financial goals with confidence that St. James’s Place will continue to offer an appropriate range of funds to be able to meet them.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
We have developed a close relationship with an international children’s charity called Hopes & Homes For Children. Over the years, we have raised more than half a million pounds, with St. James’s Place uplifting every pound that we contribute.
Find out more about our social responsibility programme here.
