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Meet the team

Our people are our most valuable assets. Without them, we literally couldn’t function. The best way to get to know our team is to speak to them.

They’d love to hear from you and we are confident that you’ll be impressed by their enthusiasm and desire to help. For some flavour of what to expect, please find below a brief introduction to some of our key people.

Feel free to contact any of our advisers – they would love to hear from you and start helping you reach your financial goals. They will be keen to do everything they can to make your financial journey a positive and long-lasting experience.

Financial planners

Adam Jones

Chartered Senior Financial Planner
Meet Adam

Andy Brooks

Financial Planner
Meet Andy

Anna Morton

Financial Planner
Meet Anna

Ben Smith

Chartered Senior Financial Planner
Meet Ben

Caitlin Lambert

Senior Financial Planner
Meet Caitlin

Charlie Okell

Chartered Senior Financial Planner
Meet Charlie

Charlotte Ohlson

Senior Financial Planner
Meet Charlotte

David Blows

Chartered Senior Financial Planner
Meet David

Dominic Voase

Financial Planner
Meet Dominic

Ed Forsyth

Financial Planner
Meet Ed

Edward Gascoigne

Chartered Senior Financial Planner
Meet Edward

Gemma Cottis

Financial Planner
Meet Gemma

George Cheesley

Financial Adviser
Meet George

Georgia Taylor

Financial Adviser
Meet Georgia

Georgie Muir-Mackenzie

Financial Planner
Meet Georgie

Greg Horwood

Financial Planner
Meet Greg

Harry Griswood

Financial Planner
Meet Harry

Harry Vaughan

Chartered Financial Planner
Meet Harry

Helen Findlay

Chartered Senior Financial Planner
Meet Helen

Jack Doublet

Financial Planner
Meet Jack

James Feneley

Financial Planner
Meet James

James Wilson

Financial Planner
Meet James

Jean-Pierre Stone

Financial Planner
Meet Jean-Pierre

Laura Edginton

Financial Planner
Meet Laura

Lewis Cox

Financial Planner
Meet Lewis

Luke Connelly

Financial Planner
Meet Luke

Lydia Koke

Financial Planner
Meet Lydia

Megan Smith

Chartered Senior Financial Planner
Meet Megan

Mike Titterton

Financial Planner
Meet Mike

Olivia Harper

Financial Planner
Meet Olivia

Peter Coleridge

Financial Planner
Meet Peter

Piers Oldland

Financial Adviser
Meet Piers

Richard Knox

Financial Planner, Chartered ALIBF
Meet Richard

Robert Hynes

Financial Planner
Meet Robert

Rod Clarke

Financial Planner
Meet Rod

Sam Candy

Financial Planner
Meet Sam

Sam Wilson

Financial Planner
Meet Sam

Sebastien Le Barth

Chartered Senior Financial Planner
Meet Sebastien

Tim Blake

Financial Planner
Meet Tim

Will Holden

Financial Planner
Meet Will

Associate Financial planners

Please note that the Associate Financial Planners are not yet authorised to provide financial advice.

Jake Howden

Associate Financial Planner
Meet Jake

Max Trimble

Associate Financial Planner
Meet Max

Tom Pohl

Associate Financial Planner
Meet Tom

Zarina Stannard

Associate Financial Planner
Meet Zarina

Jessica Griswood

Tax Adviser
Meet Jessica

Kathy Lam

Tax Adviser
Meet Kathy

Pranav Patel

Tax Adviser
Meet Pranav

Robert Griffiths

Tax Director
Meet Robert

Sangeeta Berou

Tax Adviser
Meet Sangeeta

Trishna Hirani

Tax Adviser
Meet Trishna

Alex Stone

Chief Executive Officer
Meet Alex

Michael Jewson

Finance Director
Meet Michael

Sally Smithson

People Director
Meet Sally

From the outset I found
St. James's Place helpful, communicative, transparent and discreet

FLM give me sound financial advice and ensure my investments are best aligned to both my short term and long term goals.

FLM always have our best interests in hand.

Careers with us

We’re always looking to recruit talented individuals at all levels of their careers. Learn more about working at FLM today.

Join our team