Expertise

  • Tax Planning
  • Investment
  • Inheritance Tax Planning
  • Pension Transfers
  • Pension Planning
  • Wealth Management
  • Corporate Investment
  • Pensions for Directors
  • VCT & EIS

Summary

Our mission is to always put our client’s goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome.

 

WHAT MAKES US UNIQUE?
We have all of your financial needs in one place; wealth management, accountancy, tax planning, mortgages, banking, estate planning and insurance. This ensures that you have a comprehensive and cohesive plan that doesn’t neglect any aspects of your financial affairs. 

We believe in offering our clients guarantees which is why we choose to work alongside St. James's Place. With a lack of quality advice available in an area that can quickly become unclear and convoluted, it is important to us that you have peace of mind.

 

WORK ENVIRONMENT
At FLM we take our work seriously, but we don’t let that stop us having fun. We keep the vibe in the office very lively and we live by the motto ‘Work hard, play hard’. We are one team that works together to make sure we get the job done in the most efficient and beneficial manner to our clients. We challenge the norm and are constantly looking to develop our offering to clients.

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