At FLM we understand that you want to pursue your career and personal life without having to worry about your financial arrangements. Our financial advisers have an open and friendly approach, working efficiently on your behalf to save you time and money.
"Our dedication sets us apart from many other London based financial advisers and allows us to easily form personable relationships with our clients who often express their appreciation of both our service and approach."
David Allard, CEO
Our fee structure is fair and transparent – similar to the arrangement you would expect with your other professional advisers, such as lawyers and accountants. We need to be comfortable we can provide the resources your particular circumstances demand, so we weigh up the level of workload charge accordingly, only after agreeing fees with you. As a result, we’re able to deliver on our promises.
We are also open about our other sources of income: introductory fees from the providers of the products that we use. These are standard fees which would be paid regardless of who placed the business. In any instance where they would create a direct increase in cost for our clients, we refuse to accept them.
To add to the service that we offer our clients, we work with a select group of like-minded companies and organisations:
We introduce our clients to St. James’s Place Wealth Management, which is a FTSE 100 company with £52bn of client funds under management, and is one of the leading wealth managers in the UK. St. James’s Place carefully select a number of external managers of outstanding ability to manage their range of funds.
Klas International offer their clients access to elite services from a large, specially selected network of trusted partner companies representing the best in business and personal services. Klas works with a trusted network of ambassadors to introduce clients to their network of partner companies.
Debenhams Ottaway is a leading Hertfordshire law firm working with businesses, families and individuals locally, in London and in the rest of the UK. Debenhams Ottaway’s long and successful history of advising private families and individuals is now complemented by our work with medium sized businesses, owner managed businesses and entrepreneurs, helping them grow and develop.
JM Finn & Co offer a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors. JM Finn & Co have over £7.8bn of funds under management and administration on behalf of over 23,000 client accounts.
If we don’t save you at least the amount of our fee in tax during the first year of our relationship, we will rebate the full amount to you.
We regularly survey our clients to find out their perceptions of our service. Responses to our most recent questionnaire show 98% satisfaction levels overall, with 98% of respondents rating the quality of advice from their consultant as being either ‘good’ or ‘excellent’. What’s more, 96% of clients were pleased with the availability of their adviser.
feel that our advice was between good and excellent
of clients were pleased with the availability of their adviser
We’re happy to be judged on our results and feel the words of our clients speak for themselves.
"Financial Lifestyle Management have offered me a comprehensive investment and tax service. Even though I felt I was on top of my personal finances, the team challenged me that they could do better and did. As a result I have saved money and improved my rate of return".
"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 the market. I would not hesitate to recommend them to any professional who needs clear, cogent and precise advice."
"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 financial advice to me as a business owner but also vital support on both a personal and professional level, which is always comforting!"
"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."
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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