Financial Lifestyle Management was created to deliver wealth management advice, products and services that take the stress out of both personal and corporate finance.
We aim to build long-term relationships with our clients through listening to your needs and building our service around you.
With the help of our professional experts, who specialise in everything from pensions and investments to active advice on all areas of tax planning, you will have the total financial control you really need.Book a Consultation
Based in the City of London, wealth management is at the core of everything we do and we put your needs first. At FLM we pride ourselves on delivering an excellent service that is individually tailored to suit your every need, so whether you're looking for advice on existing assets or want to find out about tax planning, we will create and implement the perfect strategy.
If you are looking for expert financial advice from people who you can trust feel free to contact us today on 0207 710 3402. Furthermore, for each referral we receive, we make a donation to the charity Hope and Homes.
We provide comprehensive financial planning and wealth management services aimed at helping individuals to achieve their long-term financial goals.
Develop your wealth and investment management strategies
Helping you plan your personal tax affairs
Practical advice and guidance geared to your business
Cost control and exit strategies for your business
Packages aimed at employees to support and build loyalty
We bring together a team of highly experienced finance professionals, including tax and mortgage experts, accountants and corporate business specialists. This integrated in-house expertise is delivered through a service we call Financial Focus.
"David Allard and the whole team at FLM have looked after me for years. They are professional, caring and really up to speed on the products available in market. I would not hesitate to recommend them to any professional who needs clear, cogent and precise advice."
"Through engaging FLM in all my personal financial matters, from tax returns to investments and pensions, I feel reassured that the team provides suitable advice that is based upon a comprehensive overview of my current financial status and upon an understanding of my plans for the future."
"The team at FLM are first class. Not only in the advice they give but also in the service they offer."
"FLM provide not only fundamental advice to me as a business owner but also vital support on both a personal and professional level, which is always comforting!"
Financial Lifestyle Management was founded by David Allard in 1999 to provide exceptional service to clients. FLM has since grown to become responsible for managing £550m of clients' money through an experienced team of advisers.
If you are interested in joining our rapidly expanding team, please feel free to contact us.View our Current Positions
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
Financial Lifestyle Management Ltd. Registered in England No. 4426632.
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